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.

Whether it’s a pricey repair to a vehicle you rely on daily, a furnace that goes out in the middle of winter, or even a job loss, having an emergency reserve to draw from can mean the difference between staying on track toward your dreams — or your timeline for that next goal getting derailed. Learn why an emergency reserve is important and how it is the foundation of a strong financial plan.

From marriage and career changes to disability and natural disasters, lots of life events — both positive and negative — require some financial planning. Learn what they are and what to do on the financial side of life if you experience one of these events or transitions.

Explore the financial and personal considerations involved in moving across the country. Riley discusses the financial preparation and planning that went into his recent move from Boulder, CO to Bend, OR.

What's your legal name — and how can you update it if you've legally changed it? Learn the answers and why name consistency matters in your financial life. Plus, check out a step-by-step list to ensure your accounts accurately reflect your original or new legal name.

In honor of Halloween: three quick financial horror stories from Regina's life, showing you that even financial planners make mistakes. If they can recover from them, you can overcome missteps, too!