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January 2026

Saving for Retirement: Set Yourself Up for Success This Year

January 21, 2026 | Jason Speciner
New year, new limits, and new investment opportunities. Whether you’re just starting your journey or you’ve already maxed out your 401(k), knowing where your next dollar should go is the key to a successful retirement.
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Is It Time for Your Financial Plan Refresh?

January 7, 2026 | Regina Neenan
Happy New Year! Lots of new clients are coming our way this time of year — and plenty of current clients are due for a financial plan refresh. We offer three windows in January, May, and September to dive deep into your financial goals. While January is great for catching new tax law changes, May and September can offer better "hard data" once tax season is behind you. Find out which refresh cycle aligns with your 2026 outlook.
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