Andrew Aubrey of Gateway Financial Partners

06/12/2026

What ‘Knives Out’ Can Teach Us About Estate Planning

The mystery is fictional, but the estate planning missteps? All too familiar.

1. Last-minute will changes

In the film, Harlan rewrites his will without communicating the update.

The result? Disputes and confusion.

Formalizing updates and sharing your intentions early may help reduce tension later.

2. Verbal wishes don’t hold up

Several characters claim Harlan “promised” them part of the inheritance, but those conversations weren’t legally binding.
Clear documentation tends to carry more weight than memories.

3. Lack of communication breeds chaos

The family is blindsided by the estate plan. Relationships unravel fast.
Proactive conversations might help set expectations and reduce surprises.

06/10/2026

June is a checkpoint, not a pause.

What you do now can shape how you finish the year.

Whether you’re planning a business exit, revisiting your investment allocations, or optimizing your company’s 401(k), June is a great time to make sure your plan is still aligned.

05/28/2026

More Americans are working past retirement age: here’s why.

For some, it’s about staying active and engaged. For others, it’s the rising cost of living and healthcare. Whatever the reason, the traditional idea of retirement at 65 is changing.

CNBC has more!

https://www.cnbc.com/2025/02/02/why-more-retirement-age-americans-keep-working.html?&qsearchterm=retirement

The workforce of Americans 65 and older has swelled more than 33% between 2015 and 2024, according to an analysis of federal data.

05/26/2026

Many owners plan the sale, but not the tax hit.

After a sale, it’s not uncommon to face unexpected capital gains, increased Medicare premiums, or state tax surprises. The structure of your deal can play a big role in what you owe and when.

Reviewing your strategy ahead of time can help you avoid scrambling later.

05/19/2026

"The biggest mistake pre-retirees make? Waiting too long to create a withdrawal strategy.

Saving is half the battle, spending wisely is the other half.

In need of retirement planning assistance? I'd be happy to help you craft a plan that fits your needs!

860.430.8195
[email protected]
andrewaubrey.com

05/15/2026

Your employee retirement plan can influence how valued your team feels.

Offering things like a higher employer match, Roth contribution options, or access to financial education may improve retention and overall engagement.

A thoughtful benefits strategy can support both your employees and your business.

05/11/2026

Is your company’s 401(k) plan still working for your business and your employees?

A lot can change over time.
Business goals shift & employee needs evolve.

Regular 401(k) reviews can help you stay proactive and aligned with what matters most.

Feel it’s time for a review? Let’s connect and take a closer look.

860.430.8195
[email protected]
andrewaubrey.com

05/10/2026

Happy Mother’s Day to my amazing wife. Even in front of a fake shark, you still steal the show.

05/07/2026

Lost 401(k) = Lost Money. 💸

If you’ve switched jobs, there’s a chance you have a forgotten retirement account. With $1.35 trillion sitting in lost 401(k)s, don’t let your money be part of that statistic!

https://www.kiplinger.com/retirement/a-lost-401-k-may-rescue-your-retirement #:~:text=The%20value%20of%20the%20lost,forgotten%20accounts%20held%20%241.35%20trillion.

Over 29 million lost 401(k) accounts worth almost $1.65 trillion have been forgotten by their owners. Here are nine ways you can locate your account.

04/30/2026

Selling a business is exciting, until you see the tax bill.

Without proper planning, you could a significant chunk of your sale price to taxes.

Ways to minimize taxes on a business sale:

Installment Sale: Spread payments out over multiple years
Qualified Small Business Stock (QSBS) Exclusion: Potential for zero capital gains tax
Charitable Remainder Trusts (CRTs): Can help reduce taxes and donate effectively