Investing Andrew Miller, CFP® Investing Andrew Miller, CFP®

Investment Objective: It’s About You.

Not all goals are created equal. Some need cash in three months. Others are years away. That’s why a one-size-fits-all investment strategy doesn’t work.

In this piece, we explore how your goals, timeline, and comfort with risk should drive your investment strategy, not the latest market headlines. You’ll learn why clarity matters more than predictions, how to avoid emotional decisions, and what it means to “plant the right seeds” in your financial garden.

A successful investment strategy isn’t about avoiding risk—it’s about purposefully managing it.

Whether you’re saving for a home, planning for college, or building long-term wealth, this is where smart investing starts: with you.

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Brian Talbott, CFP®, CTFA Brian Talbott, CFP®, CTFA

Five Reasons You Need an Estate Plan

We have five reasons you should prioritize creating your estate plan, an opportunity to be sure that those you love and care for the most are honored and taken care of.

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Financial Planning Brian Talbott, CFP®, CTFA Financial Planning Brian Talbott, CFP®, CTFA

Happy 529 Day!

A 529 plan is a state-level college savings plan that can be a great way to start saving for our children’s (or grandchildren’s) college expenses! Here are the fundamentals.

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