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

10/15/2026

Quarter 3: Estate Planning Review 📝 (a little late! 😅)

Building wealth is important, but making sure it passes to the right people, in the right way, is just as essential.

Fall at URS Advisory is dedicated to estate planning reviews. We review how our clients’ investment accounts are titled, verify beneficiary designations, and ensure we have copies of and are familiar with their estate planning documents, including wills, trusts, and powers of attorney.

Your estate plan should evolve alongside your life and wealth. Our goal is to help ensure that what you’ve worked so hard to build is protected and ultimately passed on according to your wishes.

Lately, I’ve been thinking a lot about the purpose of life. And the more I think about it, the more I realize that, for ...
10/13/2026

Lately, I’ve been thinking a lot about the purpose of life. And the more I think about it, the more I realize that, for me, it all comes down to one thing: the people we love and the time we get to spend with them.

You read it all the time. People nearing the end of their lives never wish they had worked more, made more money, or accomplished more. They wish they had more time. More time with their spouses, their children, their parents, their siblings, and their friends.

Whenever I think about this, my mind goes to my Uncle Reb, who passed away far too soon. I would give just about anything to have more time with him. To hear his voice, to have another conversation, another laugh, another wild card game.

And while I can't get that time back, I can let that feeling remind me of something incredibly important: the time to be with the people we love is NOW, while we're fortunate enough to have them.

Looking at this photo from my uncle's celebration of life, that message really hits home. We spend so much of our lives working hard, building careers, saving money, and planning for the future. And those things matter. I'm certainly someone who believes in hard work and having goals.

But to what end?

Isn't the whole point of building a successful life to actually enjoy it? To have the freedom to slow down, be present, make memories, and spend time with the people who make life worth living?

This is also something I think about often in the work we do with our clients. Retirement planning isn't just about accumulating enough money or making sure a portfolio lasts 30 years.

It's about helping people use what they've worked so hard to build to live a life that feels meaningful to them.

For many, that means more time with family, traveling with friends, being present for grandchildren, or simply having the freedom to enjoy an ordinary Tuesday with someone they love.

Money is a tool. Time is the real gift.

And if there's one thing losing my uncle has reinforced for me, it's that we shouldn't wait until retirement, or until everything on our to-do list is checked off, to start enjoying the people and relationships that matter most.

Because at the end of it all, those relationships are what make a life rich. 💞

09/30/2026

Three years ago, I posted my first YouTube video.

The only reason I started the channel in the first place was that our dear clients, John and Bev of The Retirement Travelers, kept telling me I should. They had built an incredible YouTube community themselves and convinced me to give it a shot. I figured, why not?

I love to teach. I knew I’d be comfortable enough on camera. So I started writing scripts, recording videos, and putting them out into the world.

I wasn’t thinking about bringing in tons of clients. Frankly, I didn’t even think that was possible. I just wanted to take what I knew and make retirement planning easier for people to understand.

Fast-forward three years…

Nearly 70,000 subscribers.

People who tune in every Saturday.

Thousands of comments from viewers telling me that something I explained helped them make a better decision, ask a better question, or finally understand something that had confused them for years.

And incredible clients who first got to know me by watching those videos.

Sometimes I look at the numbers and genuinely cannot believe my eyes.

What started as a little experiment has become one of the most rewarding things I’ve ever done. I get to teach, help people all over the country, and connect with people I never would have met otherwise.

So to everyone who watches, subscribes, comments, shares my videos, or has trusted our team because you first found me on YouTube: THANK YOU. ❤️

This has truly been a dream come true.

And naturally, I had to celebrate three years in the most appropriate way possible…By addressing the increasingly common accusation that I am, in fact, AI. 😂

So for those of you who remain suspicious, I made you a video.

Cheers to three years of Retire With Julia™! 🥂

Sometimes the best team building happens outside the office. ⛳️One thing I’ve always believed is that doing great work a...
09/29/2026

Sometimes the best team building happens outside the office. ⛳️

One thing I’ve always believed is that doing great work and having a life outside of work should not be mutually exclusive.

Work-life balance matters, and sometimes that means closing the laptops a little early and heading to the golf course.

Kristen and Reeya got in some practice this week before joining Erik for a scramble benefiting The Shane Carpenter Foundation this weekend.

I love seeing our team spend time together outside of the office, have some fun, and support a great cause while they’re at it.

Of course, based on what I’ve heard, a little extra practice before the tournament probably wasn’t a bad idea either. 😉⛳️

Good luck, team URS!

When someone hits 10 years at URS, we celebrate accordingly. 🎉🍩Our team wasn’t about to let Erik’s 10-year anniversary p...
09/28/2026

When someone hits 10 years at URS, we celebrate accordingly. 🎉🍩

Our team wasn’t about to let Erik’s 10-year anniversary pass quietly, so they surprised him with a decorated office door and, most importantly, Luke’s Donuts.

I love seeing our team find little ways to celebrate each other and make milestones like this feel special.

And after 10 years, I think Erik has officially earned the donuts. 😂

Happy 10 years, Erik!

We’re lucky to have you as such an important part of URS Advisory.

Ten years ago, Julia and I made the decision to work together at URS Advisory.We had already been married for two years,...
09/25/2026

Ten years ago, Julia and I made the decision to work together at URS Advisory.

We had already been married for two years, and I knew exactly what I was signing up for.

Julia has always been a go-getter. She’s ambitious, relentless, and not particularly interested in being told something can’t be done. I saw that early on, and I knew those qualities would make her a great business partner.

Of course, being married for 12 years and working together for 10 of them hasn’t always been easy. Building a business together while raising a family will test you. We’ve had to learn how to challenge each other, trust each other, stay in our own lanes when necessary, and keep moving in the same direction.

Looking back at this picture, we had no idea what URS would become.

Ten years later, we’ve built a firm we’re proud of, surrounded ourselves with a great team, and created something that is much bigger than either of us could have built alone.

I’m proud of what we’ve accomplished, but I’m even more proud that we’ve done it together.

Happy 10 years as business partners, Julia.

Address

4425 Military Trail Ste 208
Jupiter, FL
33458

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Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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(561) 594-0100

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