Blog

Image for Post-Divorce Financial Planning: Steps to Rebuild Wealth and Secure Your Future

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.
Read Article

Image for How SECURE 2.0 Is Changing Retirement Planning for Business Owners

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.
Read Article

Image for Financial Planning for 2025

Financial Planning for 2025

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

Setting Achievable Goals and Building Healthy Money Habits
Read Article

Image for Navigating Financial Anxiety: Strategies to Overcome Feeling 'Financially Frozen'

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.
Read Article

Image for The Rise of Alternative Banking

The Rise of Alternative Banking

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

How 'Challenger Banks' Are Changing the Financial Landscape
Read Article

Image for Preparing for Economic Shifts

Preparing for Economic Shifts

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

Understanding the Impact of Inflation and Interest Rate Changes
Read Article

Image for The Truth About Binding Financial Agreements: Do They Actually Protect Family Wealth?

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.
Read Article

Image for Why Women Often Miss Out on Retirement Assets in Divorce – And How to Avoid Costly Mistakes

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.
Read Article

Logo for NAPFA
Logo for wealthtender
Logo for Fee Only
Logo for Special Needs Planning
Logo for ChSNC
Logo for AEP
Logo for cdfa
Logo for Schwab
Logo for health pilot
Logo for CFP
Logo for Trust & Will