Eric Tolbert, CLU, Chfc

06/04/2026

No beneficiary on your retirement accounts? Here's what to know

Naming beneficiaries is the easiest way to make sure your loved ones receive your retirement account with the least hassle possible.

06/03/2026

Dying with a health savings account can leave a tax bomb for heirs

Non-spouse beneficiaries like children and grandchildren can be on the hook for a big tax bill if they inherit a health savings account.

06/03/2026

A retirement checklist for the final 5 years of work

It makes a lot of sense to start assembling a list of things to do before your last day at your job.

06/02/2026

Uncertainty is inevitable, but your financial approach doesn’t have to feel uncertain. Retirement strategies that emphasize both opportunity and resilience can help create a greater sense of stability over time. Planning ahead can make all the difference. Send me a message to explore your options.

06/02/2026

Your ex might qualify for Social Security on your work record

Whether or not your ex makes a Social Security claim based on your work record is out of your hands.

06/01/2026

Happy Pride Month! Celebrating individuality, respect, and the many stories that bring our communities together.

06/01/2026

While you have a lot going on as you leave a job, it's important to make a plan for your existing 401(k).

05/31/2026

Independence doesn’t mean you have to do everything yourself.

At Ameriprise Financial, experienced advisors get the autonomy and ownership they want— with the backing of a large, established firm.

√ Run your practice your way
√ Leverage holistic planning tools
√ Collaborate with experienced peers

You’ve already built a successful business. Let’s connect about what’s next:

Take your practice to the next level with our innovative approach to driving growth. The Ideal Practice Model is a practice management roadmap demonstrating best practices for a repeatable client experience.

05/31/2026

Word of the Day

iconoclast
noun eye-KAH-nuh-klast

What It Means

Iconoclast originally referred to someone who destroys religious images or who opposes their veneration. It is now used to refer broadly to anyone who criticizes or opposes beliefs and practices that are widely accepted.

// The comedian had developed a reputation as a contrarian and an iconoclast for whom no topic was off-limits.