Thomas-Waddell & Associates

06/10/2026

Many couples don’t consider 529 accounts carefully when splitting up, and other families make a crucial mistake that can leave a mess if somebody dies.

06/04/2026

There are four ways to approach risk. You can ignore it or avoid it entirely. Or managing it carefully. Or transferring it through insurance.

Every one of these can work, but the key is knowing which one you're choosing and why.

Of these four approaches, which one do you instinctively reach for?

05/28/2026

No two clients are the same. Nor are their portfolios.

The strategies that serve someone building wealth at 55 look very different from those preparing for retirement at 65. That's why it's critical to take a multi-layered approach that allows us to use a mix of strategies to pursue your goals.

What mix works best for you?

05/27/2026

Extended care is one of the biggest wild cards in retirement.

Costs vary by location, care type, and health needs—but they've all been rising faster than many realize.

These five insights can help you understand what drives costs and why they often catch retirees by surprise.



Sources:
CareScout, Cost of Care Report, July–December 2024
AALTCI, Long-Term Care Insurance Statistics & Data 2025
EBRI/Greenwald, 2025 Retirement Confidence Survey, April 2025

05/12/2026

Are Your Investment Decisions Influenced by Emotions?

05/10/2026

Today, we celebrate every kind of mom who loves, guides, and nurtures us in countless ways.

Thank you for all the ways you make our world brighter and our hearts fuller. 💐

04/28/2026

04/23/2026

Find out why it's important to not overreact to market movements.

04/16/2026

At its core, investing involves supporting an entity today with the goal of receiving a greater return in the future.

✅ While this concept may seem straightforward, it also involves striking a balance between risk and reward.

⚖️ When you work with a financial professional, you bring their training into the matter. We can help you understand where to direct your money and work within your goals, risk tolerance, and time horizon. 🎯💡