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Rebuilding Financial Confidence After Divorce: Essential Steps Forward

May 26, 2025 | Mitchell J. Thompson CFP®, CDFA®, ChSNC®, AEP®

Divorce brings major financial changes—but it’s also an opportunity to rebuild with clarity and confidence. Learn how to reassess your goals, update your budget, protect your future, and create a financial plan that supports your next chapter.
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Tax-Efficient Retirement Strategies for High Earners

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

We explore retirement planning strategies specifically designed to help high-income individuals reduce their tax burden and retain more of their hard-earned wealth.
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Find a Fiduciary Financial Advisor Near You: Key Traits to Look For

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

With so many financial professionals using similar titles, how can you confidently choose the right fiduciary advisor for your needs?
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Post-Divorce Financial Planning: Steps to Rebuild Wealth and Secure Your Future

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

Divorce is more than a legal process—it's a profound life shift.
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Financial Planning for 2025

April 28, 2025 | Mitchell J. Thompson CFP®, CDFA®, ChSNC®, AEP®

Setting Achievable Goals and Building Healthy Money Habits
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How SECURE 2.0 Is Changing Retirement Planning for Business Owners

April 28, 2025 | Mitchell J. Thompson CFP®, CDFA®, ChSNC®, AEP®

Retirement planning has always been a balancing act, but for business owners, it’s an entirely different game.
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Navigating Financial Anxiety: Strategies to Overcome Feeling 'Financially Frozen'

April 21, 2025 | Mitchell J. Thompson CFP®, CDFA®, ChSNC®, AEP®

Overcoming financial anxiety is not about perfection; it’s about progress.
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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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