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Staying the Course in Volatile Times: when the headlines get loud

by Jeff Baker | Feb 19, 2026 | Blog

If your phone notifications have felt louder than usual lately, you’re not imagining it. Calls for the U.S. to annex Greenland.1 A military standoff with NATO allies.2 The threat of a new trade war with Europe.3 A criminal investigation into the Federal...

Tax Planning vs. Tax Preparation: They’re Not the Same Thing

by Jeff Baker | Feb 12, 2026 | Blog

Many people think about taxes once a year — when April rolls around and it’s time to file. By then, the year is already in the rearview mirror. The decisions that could have made a difference? Many of the deadlines for them already passed. That’s the gap...

Tax Planning vs. Tax Preparation: They’re Not the Same Thing

by Jeff Baker | Feb 5, 2026 | Blog

Many people think about taxes once a year — when April rolls around and it’s time to file. By then, the year is already in the rearview mirror. The decisions that could have made a difference? Many of the deadlines for them already passed. That’s the gap...

Bad Money Habits: How They Vary by Generation & How to Break Them for Good

by Jeff Baker | Jan 22, 2026 | Blog

What was the last money mistake you made? If you’re like most folks, you’ve made at least one upsetting money mistake in the past year — and you’d like to do better.1 In fact, most folks admit their finances have not gotten better over the past year. And at...

How to Overcome 3 Unconscious Biases That Can Keep Your Financial Goals Out of Reach

by Jeff Baker | Jan 15, 2026 | Blog

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Recent Posts

  • What to Do With Your Next Dollar: A Financial Order of Operations
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  • Checking Your Portfolio Isn’t the Same as Reviewing It

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