Jared Crawford, CFP, CIMA, EA

02/11/2026

Hidden costs can break your dream.

Ignoring property taxes and maintenance costs can make an investment look more profitable than it really is.

30/10/2026

Your hidden costs can leave your family exposed.

Overlooking subscription and lifestyle costs in insurance planning can leave you underinsured, since recurring expenses like streaming services, memberships, travel, and dining out can add up and affect how much coverage you really need.

30/10/2026

Cut the Spam Calls: A Simple Privacy Checkup

Spam calls and texts often start with personal information found on people-search websites, so taking a few simple steps to limit what’s publicly available can help reduce your exposure to scams and unwanted outreach. Learn how to register for the National Do Not Call Registry, opt out of major data broker sites, and enable call-filtering tools to make your number harder to find and your accounts harder to target.

Spam calls and texts are a common frustration. Here are four free steps that may help reduce how easy your personal information is to find online.

29/10/2026

Underinsured, exposed, and at risk.

Not appraising assets for insurance purposes can leave a business underinsured or overinsured, creating financial risk if a loss occurs.

28/10/2026

Hidden prenup shocks can break hearts.

Ignoring prenuptial agreements in financial planning can create major asset, debt, and inheritance surprises later, so they should be reviewed alongside other long-term financial protections.

28/10/2026

High pay, but retirement still feels out of reach.

A recent post online highlighted a common crossroads for high earners in a VHCOL city: strong income, yet a growing gap between current net worth and long-term retirement goals.

The person described earning about 225k in a role blending GTM strategy, product strategy, and commercialization at a boutique consulting firm. The challenge was not day-to-day survival, but figuring out how to accelerate wealth building without relying solely on a higher-paying job.

Potential planning focus areas in a situation like this may include:
- Creating a disciplined savings and investing framework
- Prioritizing retirement account contributions and tax strategy
- Building a clear net worth roadmap with milestones
- Evaluating equity, side income, or business ownership opportunities
- Aligning career moves with long-term financial goals

A thoughtful financial plan can help turn a strong income into lasting progress.

Discover why clients trust us with their financial future at www.rigdencapital.com.

27/10/2026

Missed chances, more risk, less security.

Not considering alternative investments carefully can lead to missed opportunities, unnecessary risk, and a less diversified portfolio.

27/10/2026

Protect your spouse, not just your wealth.

A SLAT, or Spousal Lifetime Access Trust, is an irrevocable trust used in estate planning to transfer assets out of the grantor’s taxable estate while still allowing indirect access to those assets through the beneficiary spouse.

26/10/2026

Retire broke, regret it forever.

Spending too much early in retirement can quickly deplete your savings, leaving you vulnerable to financial stress later in life.

26/10/2026

Protect your crypto legacy now.

Review estate planning implications of cryptocurrency holdings, including how access keys, wallet ownership, and asset transfer instructions will be managed to ensure your digital assets can be recovered and distributed as intended.