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The Rise of Alternative Banking

April 14, 2025 | Mitchell J. Thompson CFP®, CDFA®, ChSNC®, AEP®

How 'Challenger Banks' Are Changing the Financial Landscape
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Preparing for Economic Shifts

April 7, 2025 | Mitchell J. Thompson CFP®, CDFA®, ChSNC®, AEP®

Understanding the Impact of Inflation and Interest Rate Changes
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The Truth About Binding Financial Agreements: Do They Actually Protect Family Wealth?

March 31, 2025 | Mitchell J. Thompson CFP®, CDFA®, ChSNC®, AEP®

Binding Financial Agreements are a valuable tool in wealth protection, but they are not without risks. While they provide clarity and can prevent legal disputes, they must be carefully drafted, reviewed regularly, and structured fairly to stand up in court.
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Why Women Often Miss Out on Retirement Assets in Divorce – And How to Avoid Costly Mistakes

March 24, 2025 | Mitchell J. Thompson CFP®, CDFA®, ChSNC®, AEP®

With the right approach, women can emerge from divorce financially empowered and ready for the next chapter.
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The Hidden Impact of Economic and Political Changes on Business Owners’ Financial Plans

March 17, 2025 | Mitchell J. Thompson CFP®, CDFA®, ChSNC®, AEP®

Let’s take a deep dive into how the economic and political climate are shaping the future for business owners and what strategies can help safeguard financial stability in uncertain times.
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The Future of Succession Planning: Why Business Owners Need a Phased Retirement Strategy

March 10, 2025 | Mitchell J. Thompson CFP®, CDFA®, ChSNC®, AEP®

Whether you’re planning to hand off leadership to family, sell to employees, or transition to an external buyer, phased retirement offers flexibility, financial advantages, and a smoother exit. Here's what this approach looks like.
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7 Expert Tips for Effective Financial Planning: Advice for Future Prosperity

March 3, 2025 | Mitchell J. Thompson CFP®, CDFA®, ChSNC®, AEP®

We've crafted this comprehensive guide to empower you with the knowledge and strategies needed to take control of your financial future and pave the way for long-term prosperity.
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Securing Your Legacy: The Importance of Estate Planning and Asset Protection

February 27, 2025 | Mitchell J. Thompson CFP®, CDFA®, ChSNC®, AEP®

In this comprehensive guide, we'll explore the critical aspects of estate planning and asset protection, helping you understand why these strategies are essential for securing your legacy and protecting your family's future.
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