The W-4 form has changed, and it can be tricky to get right. In this short webinar, Senior Wealth Advisor Jill Carr breaks down what’s new, and how to make sure your paycheck withholding is accurate. Review your W-4 before 2026, so there are no surprises that come at tax time. BACK TO NEWSLETTER: Disclosure …
Webinars
Confused by the W-4 Form?
Confused by the W-4 Form? You’re not alone. Many don’t realize the W-4 Employee Withholding form has changed — and filling it out correctly matters. In this short webinar, Senior Advisor Jill Carr walks you through what’s new, when to update your W-4, and how to do it right. BACK TO THE NEWSLETTER: Disclosure …
Financial Tips That Inspire
At this year’s International Women’s Day celebration, we invited clients, community members, and friends to share their top financial tips—advice they’ve learned, lived by, or wish they’d known sooner. From budgeting and saving to investing and planning for retirement, these tips reflect the wisdom and experience of women who are taking control of their financial …
Cybersecurity Webinar
Cybersecurity & Identity Theft From password protection to spotting scams, our expert-led webinar covers the essential steps to protect your digital life and personal information. Whether you’re managing finances, shopping online, or just browsing, this session offers practical tips to stay safe in today’s digital world. 🎥 Click below to watch the replay and take …
Market Conditions & Their Impact on You
If you are feeling a little uneasy about market volatility or aren’t sure of the impact of policy changes on your portfolio, please take a listen to our latest webinar with Advisors Sherri Stephens, Jason Guenther, and Jessie Schlanderer. WATCH NOW BACK TO THE NEWSLETTER IMPORTANT DISCLOSURE INFORMATION *Please remember that past performance is …
Mom and Dad, We Need to Talk
Those words can strike fright, or at least trepidation, in many of us. In this case, we mean talking about family values and our wishes as we get older, and eventually pass. Having family or one on one conversations about the future is an important, but often overlooked, part of financial and estate planning. Hint: …
Moving to the Next Stage
Moving to the next stage is a matter of staying informed about current economic and financial market developments is crucial to successful financial planning. As markets continue to evolve and new opportunities emerge, keeping up-to-date with expert insights can help you make more informed decisions about your financial future. That’s why I’m excited to share …
FAFSA®
With National 529 Day coming up on May 29th, this month is a great time to start thinking about FAFSA® – savings options for higher education. Many of you are actively saving for your children, grandchildren, and others to go to college, for whom we have provided resources on 529s savings plans in the past. …
Secure Act 2.0 (Webinar)
The SECURE 2.0 Act is now law. The legislation provides a slate of changes that could help strengthen the retirement system—and Americans’ financial readiness for retirement. The law builds on earlier legislation that increased the age at which retirees must take required minimum distributions (RMDs) and allowed workplace saving plans to offer annuities, capping …
Time to Travel
Honoring International Women’s Day We recently hosted a thirty-minute webinar – Time to Travel and what you can expect as a traveler. Mary Miller, President of Middleton Travel, provides information about travel safety, exciting places you can go right now, and what is ahead for the travel industry. The event wraps up with a few …