URS Advisory

URS Advisory We build retirement plans for hard-working, successful families.

06/22/2026

My baby turned 5 last week. 🎈🥹

I've always been someone who loved looking ahead. I couldn't wait for the next phase of life, the next goal, the next adventure. Even as a kid, I was always focused on what was coming next.

Then I became a Mom.

Somewhere along the way, every milestone became bittersweet. The first day of school. Learning to ride a bike. Losing the baby teeth. Turning 5.

I look at Reece and can still see the little baby I rocked to sleep, the toddler who wanted to be carried everywhere, the tiny hand that always reached for mine. At the same time, I see this funny, confident, kind little boy emerging, and I couldn't be more proud of who he's becoming.

What surprises me most is how much my children have changed me.

Before them, I wasn't very good at slowing down. I was always chasing the future. But they have taught me to notice the things I would have otherwise rushed past. The bedtime snuggles. The belly laughs. The sandcastles that take hours to build. The endless questions. The ordinary moments that somehow become the ones you want to remember forever.

I used to think my job was to teach my children about life, but now I realize they're teaching me, too.

They're teaching me presence. Gratitude. Perspective. How quickly time passes and how important it is to enjoy the season you're in before it becomes a memory.

Five years ago, this little boy completed our family. Today, I'm just feeling incredibly grateful that I get to be his mom. ❤️

06/19/2026

Welcome back to our Refirement series.

The next stage of refirement is experimentation.

For many people, this can feel uncomfortable. After spending decades making thoughtful, long-term decisions, retirement can create pressure to have everything figured out before you leave work.

But what if you didn't have to?

Experimentation gives you permission to try new things without the expectation that they'll become permanent. Volunteering. Consulting. Mentoring. Exploring hobbies. Creating new routines.

Because the truth is, retirement isn't a destination you arrive at with all the answers.

It's a transition.

And often, the only way to discover what brings you purpose and fulfillment in this next chapter is to give yourself permission to explore.

Follow along as we continue our Refirement series and the conversations that help prepare you for more than just the financial side of retirement.

Want to learn more? Watch the full video on YouTube:

https://www.youtube.com/ 🎥

One of the things I loved most about Erik when I first met him was his authenticity. He has always had a joyful spirit, ...
06/17/2026

One of the things I loved most about Erik when I first met him was his authenticity. He has always had a joyful spirit, an open mind, and a steady way of making the people around him feel loved and cared for. He’s affectionate, thoughtful, supportive, and from the very beginning, I knew he would be an incredible Dad.

What makes Erik so special is that fatherhood is not just a role to him; it’s part of his purpose. He is deeply present with our boys. He takes them to school every morning, spends Sundays taking them to the trampoline park or the beach so I can have a little time to recharge or catch up on work, and somehow still shows up fully for our business, our family, and me.

He leads with both love and logic. He teaches our boys how to think, how to be kind, how to work hard, and how to enjoy life. He is not the stereotypical Dad sitting on the sidelines. He is hands-on, engaged, playful, patient, and endlessly dedicated to his family.

I feel grateful every single day that I get to build a life, raise a family, and grow a business alongside him. He inspires not only our boys, but the people around him, too!

And Happy Father’s Day to my Dad, my stepdad, and my father-in-law as well. Our boys are so lucky to be surrounded by strong, loving, dedicated men who show them what family, commitment, and hard work look like every day. ❤️

06/16/2026

Ok, so I wasn't planning on crashing out 🤣 , but I see this mistake all the time: parents draining retirement accounts, taking on debt, and sacrificing their own financial security to send their kids to a private college they simply can't afford.

I get it. You love your kids. You want to give them every opportunity you never had. But here's the hard truth: there are loans for college. There are no loans for retirement.

Your children have options. Scholarships. State schools. Community college. Working part-time. Transferring later. What they don't need is parents in their 70s and 80s wondering if they'll ever be able to retire because they spent hundreds of thousands of dollars chasing a bumper sticker.

Just my humble opinion! Rant over. 🎤⬇️

This past week, Erik and his dad traveled to Germany to visit family, followed by an unforgettable stop at the Monaco Gr...
06/15/2026

This past week, Erik and his dad traveled to Germany to visit family, followed by an unforgettable stop at the Monaco Grand Prix.

The race was incredible, but what makes this trip so special has very little to do with Formula 1.

As we get older, we realize that experiences like these are about so much more than checking a destination off a bucket list. They're about time together. They're about hearing family stories that might otherwise be lost. They're about understanding where you came from and deepening connections across generations.

Watching Erik spend this time with his dad, learning more about his family's history and creating memories they'll both carry forever, is something our family will always treasure. ❤️

06/12/2026

Welcome to our new Refirement series.

The first stage of Refirement is reflection.

For many people, this can be surprisingly difficult. Not because they lack interests, but because they've spent decades prioritizing work over almost everything else.

Refirement is an opportunity to ask meaningful questions about purpose, fulfillment, and how you want to spend your time moving forward.

Because the goal isn't just to retire.

It's to create a life you genuinely enjoy living.

Follow along as we continue exploring the Refirement Framework in the weeks ahead.

Want to learn more?
Watch the full video on YouTube: https://www.youtube.com/ 🎥

A big thank you to our latest intern, Justin, for all his hard work in creating an app outlining our summer internship p...
06/10/2026

A big thank you to our latest intern, Justin, for all his hard work in creating an app outlining our summer internship program! We’re always looking for ways to improve the experience for our interns and make learning more organized, engaging, and meaningful, and Justin played a huge role in bringing that to life. We appreciate your creativity, dedication, and willingness to jump in and help wherever needed. Thank you, Justin! We're excited to see what’s ahead for you. 👏

06/09/2026

Roth conversions are about much more than simply comparing your tax bracket today to your tax bracket in retirement.

Factors like Medicare IRMAA surcharges, the widow's penalty, required minimum distributions, legacy goals, charitable giving plans, and your ability to pay the tax bill from cash outside of retirement accounts all matter.

But at its core, Roth conversion planning is about one thing: paying taxes in the lowest possible bracket over your lifetime.

The goal isn't necessarily to eliminate taxes. It's to be intentional about when you pay them.

Has your advisor walked through this analysis with you?

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