By Brian Bloxom, ChFEBCSM When imagining your retirement and dreaming about your next chapter, taxes probably aren’t the first thing you think of. Most people only focus on taxes once a year around filing season and then forget about them until the next deadline rolls around. But if your goal …
Blog
Investing for Women: Smart Strategies for Every Stage of Life
By Brian Bloxom, ChFEBCSM Let’s be honest: TikTok might tell you to “just buy the dip,” and your group chat might be buzzing about real estate side hustles or crypto tips from that one cousin. But when it comes to investing for women today, the truth is: there’s no universal road map, especially …
Balancing Current Financial Needs With Retirement Dreams
By Brian Bloxom, ChFEBCSM Enjoying the present is essential to living a happy life, but so is preparing for a rewarding future. If you’re like most people, you may find it challenging to strike the right balance between addressing your current financial needs and growing your retirement …


