Nate T. Colbert

06/19/2026

Thanks to everyone that came out last night!

06/18/2026

A solid financial plan helps — but regular check-ins keep you on track. Want to get started? Contact me to learn how we can put these tips into practice.

06/16/2026

Long-term care doesn’t just affect finances, it affects families. Without a plan, loved ones often face difficult decisions under stress. Preparing ahead of time can ease the emotional and financial burden for everyone involved. Reach out to discuss how planning today can help protect tomorrow.

06/15/2026

Money is one of the most common stress points for couples.

Clear communication, shared goals, and agreed‑upon systems can help. This article offers practical tips for managing finances together with confidence.

Marriage is an exciting life event—and one of the most significant family and estate financial milestones.

06/14/2026

Raise the flag high today! Flag Day is a meaningful reminder of the freedom, resilience, and unity woven into this national symbol.

06/12/2026

Home is more than walls; it is where life unfolds! This National Homeownership Month, explore what comfort, stability, and possibility can truly mean.

06/11/2026

Heard of 529 plans — but not sure how they actually work?

You’re not alone. Understanding contributions, withdrawals, and eligible expenses can make a meaningful difference in how these plans are used.

This article answers some of the most common questions. We can help make planning feel more approachable.

Learn the ins and outs of 529 plans.

06/09/2026

Needing long-term care isn’t rare, it’s likely. Life can change in ways we don’t always anticipate, and having a plan can bring clarity and confidence when it matters most. Planning ahead can help protect your finances and give you more control over how care happens. Message me if you’d like to start the conversation.

06/08/2026

Some victories are quiet, personal, and deeply meaningful. National Cancer Survivor’s Day honors survivors, caregivers, and communities with compassion, care, and hope.

06/04/2026

Tax season tip 💡​

If you had significant medical or dental expenses last year, some out‑of‑pocket costs may be deductible — and could help lower your overall tax bill.​

While filing:​
✅ Gather receipts for qualifying medical visits, procedures, or treatments​
✅ Review whether expenses exceed the applicable threshold for deduction