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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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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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