Apr 22, 2026
Health Savings Accounts
by Glenn J. Downing, MBA, CFP® What Is the Best Tax Bargain Out There? Is it the 529 college savings…
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Financial planning insights and wealth-building strategies from our fiduciary team.
Apr 22, 2026
Physical Fitness and Weight Loss in my 70’s, Part I
by Glenn J. Downing, MBA, CFP® This is an entry into my On Getting Older series of blogposts, where I…
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Apr 22, 2026
Physical Fitness and Weight Loss in my 70’s, Part II
by Glenn J. Downing, MBA, CFP® This is an entry into my On Getting Older series of blogposts, where I…
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Apr 22, 2026
On Getting Older: Job Fulfillment
by Glenn J. Downing, MBA, CFP® This is an entry into my On Getting Older series of blogposts, where I…
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Apr 22, 2026
10 Places to Get Your Hands on Some Quick Cash
by Glenn J. Downing, MBA, CFP® Everyone at some time or another needs some cash — and quickly! The question…
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Apr 22, 2026
Teaching Children About Money Part 1
by Glenn J. Downing, MBA, CFP® This blog post continues in Teaching Children About Money Part 2. I’m sharing some…
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Apr 22, 2026
Dāta or Dăta?
by Glenn J. Downing, MBA, CFP® I’m here to tell you once and for all. Yes, I know… this is…
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Apr 22, 2026
The Advice Industry, Part II
by Glenn J. Downing, MBA, CFP® I’m Going to Nerd Out Here A lot has happened in our regulatory world…
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Apr 22, 2026
You’ve Lost Your Spouse. My Deepest Condolences.
http://by Glenn J. Downing, MBA, CFP® We all know it is coming — that at one point Till death us…
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Apr 22, 2026
Long Term Care Insurance Coverage
by Glenn J. Downing, MBA, CFP® This is a big topic and a big part of financial planning for retirement.…
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