Insights

When it comes to financial planning, numbers are only part of the story. Larry Sprung, CFP®, award-winning financial advisor and host of the Mitlin Money Mindset®, was joined once again by Dr. Daniel Crosby the Chief Behavioral Officer at Orion to explore explored one of the most important …

Have you given much thought to your strategy for Social Security benefits? It’s good to have a plan in place to help you make the most of this program. But you may have questions.

Just because we express a desire to do something, doesn’t mean we’ll do it. Insurance is a great example of this. A recent study on life insurance statistics showed that 42% of Americans report feeling that they need more life insurance coverage.* At the same time, the percentage of familie …

The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, is a sweeping overhaul of federal tax, spending, and social programs. Designed to extend parts of the Tax Cuts and Jobs Act (TCJA) and introduce new policy changes, it’s reshaping everything from tax brackets to retire …

Did you know you can utilize a health savings account (HSA) to invest for your future? HSAs have many tax benefits, including tad-deductible contributions and tax-deferred growth. But is one right for you? This worksheet will help you determine if you qualify, as well as identify common mis …

When most people consider a job offer, they tend to focus on one thing: salary. But while your paycheck is important, it’s only one piece of the puzzle. Your full compensation package also includes your employee benefits—retirement accounts, insurance, personal time off, and much more.

What if your money journey could be filled with confidence, purpose and JOY?

Market turbulence often feels like crashing waves: unpredictable, unsettling, and unrelenting. But unlike the ocean, market volatility isn’t something we simply admire from a distance.

Your life is lived digitally but what happens when you’re gone?

Want to plan better for next year’s tax return? Learn about smart tax planning in our Winning in 2025: Tax Strategies for a Thriving Year webinar, now available for viewing on-demand.