John Tritle, CFP

11/06/2026

Not sure what’s scarier... the costume or realizing I blinked and he got this big. Hope everyone had a great Halloween! 🎃

11/04/2026

🎉Happy 2 Years, Kim!

Time flies! So much of what keeps our team running smoothly happens because of your dedication behind the scenes. Thank you for all you do. Happy Anniversary! 💙

11/02/2026

An inherited individual retirement account can be a sizable windfall for some investors — but taxes can take a chunk without proper planning.



https://bit.ly/4A7AXQ7

Inherited IRAs can raise income taxes. Experts explain the 10-year rule, withdrawal timing and Roth conversions for heirs.

11/01/2026

🍂 Most of us gain an extra hour of sleep. Ozzy gains an extra hour of exploring. 🐾🐶

10/30/2026

Always leading the way on family hikes. 🐾🐕🐶🌲🥾✨❤️

10/28/2026

While the adjustment is intended to offset inflation, Social Security is intended to be a safety net, not a full replacement of your pre-retirement income.



https://bit.ly/4zgBcZ6

Even with the Social Security cost-of-living adjustment, you’ll need additional income to afford retirement.

10/26/2026

https://bit.ly/4e24YrT

Retirement isn’t one‑size‑fits‑all.

Some people want travel and activity. Others want simplicity and routine. Defining what “ideal” looks like helps ensure financial decisions support the life you actually want to live.

Refine your retirement dreams by asking yourself these 7 questions.

10/23/2026

Peak foliage from the home office. Happy Friday!

10/21/2026

Let's be honest, free is always a good thing. 🙌

https://bit.ly/4yyJLxi

Medicare may not provide things entirely "for free," but some items and services are covered with no out-of-pocket costs under specific conditions.

10/19/2026

The best financial plans leave room for both the future you're building and the life you're living today. After all, a good plan should support the life you're living now, not just the one you're planning for.



https://bit.ly/4BgzI2n