Dominic Rice - Financial Consultant

Having a sustainable emergency fund is important to any successful financial plan.

Many more big brokerage firms are discouraging their representatives from working with smaller households, even sometimes providing financial incentive to not service people any longer. What's shocking is that in some cases they consider 250k and even 500k households to be too small to manage.

Ameriprise to Pay Advisors for Sending Clients to Virtual Advice Unit Employee advisors receive $1,000, while independent franchisees receive an amount equal to their prior year’s advisory earnings from the client.

"For couples with a big age gap, the number of moving parts multiplies."

Planning for Couples Who Have a Big Age Gap You must coordinate different retirement timelines while stretching your savings to cover a longer lifespan.

Motivational Monday

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"By 2048, roughly $100 trillion is expected to transfer from older generations to younger heirs."

How inheritance changes lives New Vanguard research explores how timing, preparation, and communication affect inheritance outcomes.

Happy First day of Fall!

Motivational Monday

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Have a great weekend!

"The average 401(k) balance climbed to a record $155,800 in the second quarter of 2026"

Americans' average 401(k) balance reaches record high, Fidelity data shows As 401(k) balances hit record highs, Jade Warshaw told FOX Business that steady investing — rather than trying to time the market — is the key to long-term wealth.