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Why a Trust May Be Smarter Than a Will for Your Family’s Future

October 2, 2025 | Mitchell J. Thompson CFP®, CDFA®, ChSNC®, AEP®

Discover when a trust beats a will for estate planning. Learn how trusts provide privacy, avoid probate, and offer better control over asset distribution—even if you're not ultra-wealthy.
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Tax Traps to Avoid When Taking Your First Pension Payments

September 25, 2025 | Mitchell J. Thompson CFP®, CDFA®, ChSNC®, AEP®

Avoid costly pension tax mistakes that catch new retirees off guard. Learn about withholding errors, income stacking, Medicare IRMAA impacts, and coordination strategies to protect your retirement income from unnecessary taxes.
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How to Turn Your Retirement Savings Into a Flexible Income Stream

September 18, 2025 | Mitchell J. Thompson CFP®, CDFA®, ChSNC®, AEP®

Learn how to turn your retirement savings into a flexible, sustainable income stream. Discover proven strategies like the bucket approach, guardrail withdrawals, and tax diversification to create your perfect retirement paycheck.
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The Legacy Planning Checklist: 7 Documents You Can’t Ignore

September 11, 2025 | Mitchell J. Thompson CFP®, CDFA®, ChSNC®, AEP®

Discover the 7 essential documents every complete legacy plan needs beyond just a will. Learn how proper legacy planning protects your family, preserves your wishes, and provides peace of mind at every stage of life.
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The Cost of Compromise: How Small Career Choices Can Impact Long-Term Wealth

August 19, 2025 | Mitchell J. Thompson CFP®, CDFA®, ChSNC®, AEP®

Understanding the financial impact of career breaks and other work-related compromises is essential—not to second-guess your values, but to plan for the future with clarity.
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Avoid These Common Divorce Money Mistakes That Could Cost You Thousands

August 12, 2025 | Mitchell J. Thompson CFP®, CDFA®, ChSNC®, AEP®

Here are five common divorce money mistakes that could cost you thousands—and how to avoid them.
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Financial Checklist: What to Do Before Filing for Divorce

August 5, 2025 | Mitchell J. Thompson CFP®, CDFA®, ChSNC®, AEP®

This checklist outlines the money steps to take before filing for divorce—practical actions that will give you clarity, control, and confidence during an uncertain time.
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Women and the Retirement Savings Gap: Why Traditional Plans Aren’t Enough

July 29, 2025 | Mitchell J. Thompson CFP®, CDFA®, ChSNC®, AEP®

The retirement savings gap is real, and it’s not just about income. Career breaks, caregiving, and limited access to employer plans all play a role.
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