Apr 22, 2026
73 Is the New 70½
by Glenn J. Downing, MBA, CFP® All the rules for Required Minimum Distributions (RMDs) changed with the SECURE Act of…
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Financial planning insights and wealth-building strategies from our fiduciary team.
Apr 22, 2026
Taxation of Social Security Benefits
by Glenn J. Downing, MBA, CFP® This blog post is the second of a trilogy having to do with Social…
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Apr 22, 2026
Using Life Insurance in a Planned Gift
by Glenn J. Downing, MBA, CFP® Charitable Giving As a financial adviser, I am privileged to work with many wonderful…
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Apr 22, 2026
When Does a Refi Make Sense?
by Glenn J. Downing, MBA, CFP® Important context for 2026: If you purchased or refinanced your home in 2020–2022 and…
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Apr 22, 2026
Is it a Need? Or Just a Want?
by Glenn J. Downing, MBA, CFP® When There’s More Month than Money The foundation for any sort of financial planning…
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Apr 22, 2026
Live Below Your Means
by Glenn J. Downing, MBA, CFP® At CameronDowning we work with a lot of young professionals. These are people who…
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Apr 22, 2026
You Knew All Year the Holidays Were Coming!
by Glenn J. Downing, MBA, CFP® I came to financial planning as a profession in my 40’s, having made a…
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Apr 22, 2026
Cash Is Still King! (Part One)
by Glenn J. Downing, MBA, CFP® Here’s a question for you, ladies. You’re out on a first date at a…
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Apr 22, 2026
Cash Is Still King! (Part Two)
by Glenn J. Downing, MBA, CFP® This is Part II of a Cash is Still King series. If you’ve missed…
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Apr 22, 2026
Ten Important Ages in Financial Planning
by Glenn J. Downing, MBA, CFP® Age 21 – UTMA Account Becomes the Child’s An account registered as a Uniform…
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