James L. Hicks, CFP

10/14/2026

Not sure which option makes more sense for you? This calculator lets you compare two scenarios head-to-head so you can make a more informed choice.

Compare two different scenarios side by side to see how they stack up over time.

10/12/2026

The key to healthcare in retirement might be a patchwork of different choices.

What is your plan for health care during retirement?

10/09/2026

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

10/07/2026

Surprises crop up every day, and they’re a great reason to work with us.

10/05/2026

This message covers three important factors when it comes to your financial life: Diversification, Patience, and Consistency.

Three important factors when it comes to your financial life.

10/02/2026

College, kids and costs.

09/30/2026

What does it actually cost to raise a child? You might be surprised.

The true cost of raising a child may be far more than you expect.

09/28/2026

AI tools can impact retirees looking to start a consulting or small business venture. By embracing AI tools, retirees can enhance productivity, save time, and increase the success of their business endeavors.

The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.

09/25/2026

Are you considering a FIRE retirement? Learn the basics here.

This short, informative article teaches the basics of the FIRE movement.