Advantaged Assets

10/13/2026

An estimated 17 million Americans are part of the so-called sandwich generation, caring for a child and an adult with a disability or complex medical condition at the same time, according to new research.

An estimated 17 million Americans are part of the so-called sandwich generation, caring for a child and an adult with a disability or complex medical condition at the same time, according to new research.

10/11/2026

Social Security needs more money, and some Congressional lawmakers want high earners to help provide it. But changing the Social Security tax cap would be more complicated than simply asking high earners to pay more taxes.

Some lawmakers are calling for higher payroll taxes for certain workers to help save Social Security from insolvency.

10/10/2026

Talking to your kids about a proper home valuation can help save them from unexpected IRS penalties and capital gains taxes.

Talking to your kids about a proper home valuation can save them from unexpected IRS penalties and capital gains taxes.

10/09/2026

Treasury yields are rising. Learn what higher yields could mean for mortgage rates, car loans and credit card borrowing costs.

The 10-year Treasury yield is climbing. Here’s how higher yields could affect mortgage rates, car loans and credit card debt.

10/08/2026

If your estate includes significant illiquid assets, it’s time to consider whether your planning strategies offer the liquidity your heirs will need. Watch this video to see how proper planning with life insurance can address estate liquidity challenges, and let’s connect to explore how life insurance funding can help preserve your estate’s value and protect your legacy.

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10/07/2026

While having a degree may not guarantee employment, higher education is still vital for securing jobs in many industries.

With college costs rising families can adapt by planning early. Here are practical ways to save for tuition.

10/05/2026

People are living longer and as a result, retirement lasts longer. That means retirement planning is about creating an income strategy designed to support a longer time horizon.

If you'd like to revisit your retirement plans and discuss how a longer retirement may affect your goals, let's connect.

10/02/2026

Tax planning can play an important role in retirement. In some cases, a Roth conversion may create additional flexibility by helping manage when and how retirement income is taxed. However, Roth conversions also involve important tax considerations that should be carefully evaluated.

If you'd like to explore whether a Roth conversion strategy could make sense for your situation, let's connect.

09/30/2026

Life Insurance Awareness Month ends today, but the need for protection does not. Liz Fiedler’s story shows how coverage can help a family continue the life, plans, and responsibilities that were already in motion. The best time to review protection is before it is needed.

Close the month by starting a conversation that can help protect the years ahead.

09/29/2026

Some financial tasks are easy to postpone. Add a life insurance review to your annual checklist—especially after a marriage, new child, home purchase, job change, business milestone, or major income shift. A quick review can reveal whether your coverage still matches your life.

Book an annual protection review.