Be Diligent, Scams are a Constant Threat!

While scams can be tricky, there are several steps you can take to protect yourself and avoid falling victim to fraud.

Eldercare, Personal Finance, General Financial Plan...Dave Trettel, CFP®January 26, 2026fraud, scams, financial planning, Personal Finance, phishing, spam

Tax Planning Strategies

It is always a good idea to periodically review your tax situation to identify opportunities to reduce your tax liability and strengthen your overall financial strategy. Proactive tax planning throughout the year can help ensure you are taking full advantage of available planning opportunities.

Charitable Gifting, General Financial Plan..., Personal Financial Pla..., TaxDave Trettel, CFP®January 22, 2026401k, Charitable Gifting, General Financial Planning, investing, investment planning, Roth IRA, tax planning, Roth Conversion

Planning for the “What ifs”

With so much at stake (your financial security!), it’s easy to become paralyzed by fear and anxiety when it comes to financial uncertainty.