Jennifer S. Kingston, CFP, RICP

11/02/2026

☕⏰ Did anyone else enjoy that extra hour this weekend?

Whether you used it for a little extra sleep, a slow morning, or catching up on things around the house, I'm hoping you got to make the most of it!

Now comes the harder part... remembering that it's getting dark an hour earlier. 😅🍂

The end of Daylight Saving Time is a good reminder that time flies. Before we know it, the year will be over. Now is a great time to review your financial goals, maximize retirement contributions, and make sure you're finishing the year strong.

Put that extra hour to good use and have a wonderful week!

10/31/2026

U.S. equities were down today. What are the key points to consider? Read this market commentary from .

10/30/2026

We were surprised and touched when one of our wonderful clients stopped by the office with a homemade meal for our team. Acts of kindness like this remind us why we love serving our community.

We are grateful not only for the opportunity to help our clients pursue their financial goals, but also for the meaningful relationships we build along the way. Thank you for brightening our week!

Small acts of kindness go a long way. What's something thoughtful someone has done for you recently? Share in the comments below. 👇

10/29/2026

What's something you're looking forward to before the end of the year?

Maybe it's a big trip, holiday traditions with family, picking up a new hobby, or simply finding a little time to relax.

One of my favorite parts of what I do is hearing about the goals, milestones, and dreams people are excited about, especially as they look ahead to retirement and the next chapter of life.

Sometimes it's nice to pause and focus on what we're looking forward to. 😊

What are you most excited about before the year ends? 👇

10/28/2026

The best things in life aren't always expensive.

Sometimes it's the simple, practical items that make the biggest difference.

I love hearing about the items people genuinely enjoy using that I might have never thought of!

That got my team wondering: What's the most useful free item you've ever received?

Tell us in the comments! ⬇️

10/28/2026

Investment gains can add up over time. So can tax savings. Tax deferral helps keep more of your money invested and working toward your goals year after year.

Contact us and let's talk about what’s possible.

10/26/2026

We've all gotten that text, email, or phone call that just doesn't feel right. 📱🚩

On National Financial Crime Fighter Day, here's a shoutout to the people working behind the scenes to help keep fraudsters away from our accounts and personal information.

In today's ever-changing world, it's important to stay aware of what's happening with our financial accounts and personal information. While technology can feel intimidating at times, it's also one of the biggest tools helping protect us.

Just because something could happen doesn't mean it will. The key is staying informed, paying attention, and being mindful of the situations we put ourselves in.

Stay aware, stay informed, and remember a little vigilance goes a long way!

10/22/2026

Retirement means something different to everyone, but one thing remains the same: it's about creating the freedom to focus on what matters most.

During National Retirement Security Week, take a moment to reflect on your goals, your priorities, and the future you want to build for yourself and your loved ones.

Your future is worth planning for. 💙

10/21/2026

Downsizing isn’t just a move — it’s a meaningful life transition.

While it can bring less upkeep and more flexibility, it also introduces important financial decisions around equity, taxes, and lifestyle changes.

This article outlines what to consider before making a move.

Find out what to consider when downsizing and how a new home in retirement may affect your financial situation.

10/21/2026

For years, retirement was the finish line.

Then people got there and realized it was actually the starting line.

New places to see. New memories to make. New stories to tell.

And maybe a few afternoon naps along the way. 😊

As we recognize National Retirement Security Week, it's a good reminder that retirement isn't just about the numbers. It's about having the freedom and confidence to spend your time doing more of what matters most.

Whether that's checking off bucket-list adventures or simply enjoying life's everyday moments.

The best chapters are often the ones you get to write yourself. ✨