Dan Gregory, Founder/CEO - Gregory Financial & Associates LLC

06/09/2026

Too much free time in retirement can come as a shock after decades of working. How can you ensure you don't overfill your days or let too many drift by?

An abundance of free time in retirement can come as a shock after decades of working. How can you ensure you don't overfill your days or let too many drift by?

06/02/2026

For a long time, the goal of retirement planning felt pretty straightforward: Save diligently, spend carefully and leave something meaningful behind for your kids. How is that changing today?

For many retirees, the focus is shifting from what they will leave behind to how they want to live now.

05/26/2026

Most people will never face federal estate tax, but thoughtful planning still matters. Coordinating lifetime gifts, protecting assets, and understanding how taxes really work can help your family receive more of what you intend. This article from Winstead PC partner Jeff Chadwick highlights simple strategies that can make a meaningful difference, from tax-smart gifting to preserving step-up opportunities. If you would like to talk through how these ideas could apply to your situation, I am here to help make sure your plans support what matters most.

05/19/2026

A business partnership without a plan can get messy fast. Just ask the famous couple who once bought a home and winery together… then split up, skipped the paperwork, and watched the whole thing spiral into a legal tug-of-war. One even ended up sharing his personal residence with a stranger tied to the sale. Not exactly the happily-ever-after they expected.
All of it could have been avoided with a simple buy-sell agreement to lay out what happens if an owner leaves – through death, divorce, disability, retirement, or simply wanting out – so the business keeps running smoothly and everyone knows their rights. Watch this video to learn more about how a buy-sell agreement works, and then let’s make sure your business interests are protected.

In this brief video, you will explore the crucial importance of buy-sell agreements for your business. These agreements are like insurance policies for your company, ensuring its stability and protecting the interests of co-owners. Don't wait until it's too late – watch now to secure your business...

05/14/2026

Taxes are real, discover how we can help!

05/14/2026

05/12/2026

If you own a business, your estate plan has to do more than list who gets what. It needs to protect the company you’ve built, keep operations running smoothly if something happens to you, and give your family clarity instead of chaos. This article describes how the right trust can support privacy, continuity, and long-term planning for business owners. If you would like to explore how a trust can support your succession goals or safeguard your business for the future, let’s get together and walk through your options.

05/10/2026

Grateful for all the moms who make such a difference in our lives every day. Happy Mother’s Day!

05/05/2026

“Poisoned” artificial intelligence can give untrustworthy advice about finance, health and lots more. Here’s how you may be able to fend off the growing threat.

“Poisoned” artificial intelligence can give untrustworthy advice about finance, health and lots more. Here’s how to fend off the growing threat.

04/28/2026

The new senior tax deduction ushered in by the 'Big, Beautiful Bill' is worth up to $6,000 per qualified filer.