Kerry Severn, CFP, MBA

04/15/2026

I am so excited to share this summer project with my local friends. Please take a look at the details and come join us for the Percy Jackson Musical if it is a fit for your summer!

06/07/2025

Markets are sending mixed signals. While equities seem unfazed by potential tariffs, currency and bond markets are pricing in a different story. This article unpacks what investors should watch for in the days ahead.

A morning briefing on what you need to know in the days ahead, including exclusive commentary from Barron's and MarketWatch writers.

06/06/2025

Whether it’s Europe, Asia, or road-tripping the U.S., traveling in retirement takes more than wanderlust—it takes preparation. Here’s how to align your finances, health care, and logistics for a fulfilling journey in your golden years.

Financial experts say they are assisting many clients who are prioritizing the adventurous side of retirement, even while grocery and other necessary costs have gone up. Here are a few tips on staying financially sound while crossing items off your retirement bucket list.

06/05/2025

If you're dreaming of a retirement that combines affordability with global exploration, this list is worth a look. From coastal towns to cultural hubs, these destinations offer a lower cost of living and high quality of life.

These U.S. cities make retirement travel easy & living more affordable

05/29/2025

Volatility warning: Why bond turbulence and Bitcoin legislation matter for stock investors now.

A briefing on what you need to know for markets in the days ahead, including exclusive commentary from Barron's and MarketWatch writers.

05/28/2025

Plan your summer getaway without breaking the bank—learn how to save on flights and fuel now.

Taking a summer vacation is one of life's greatest joys, but paying for it definitely isn't. If you're among the many Americans trying to keep a lid on spending over worries about the economy, it may come as a relief that travel costs are largely flat and in some cases even lower than last year.

05/27/2025

College degrees are coming at a steep cost. Discover how brands can help support a generation burdened by debt.

Add rising living costs and stagnant wages, and it’s clear: this generation is entering adulthood in an economic pressure cooker.

04/23/2025

Multiple jobs can lead to higher tax burdens, but an S-Corp might be the solution to ease the load. This piece breaks down how to balance extra income with smarter tax strategies, ensuring you keep more of what you earn.

Americans who secretly work multiple remote jobs are finding ways to reduce their tax burdens. Some said establishing an S-Corp and maxing out their 401(k)s are among their top tax strategies. Others contribute to charities or deduct business expenses from their incomes.

04/22/2025

A big tax refund can feel like a win, but it may mean you’ve been overpaying all year. This article explores why that’s not ideal and offers tips on how to better manage your withholdings for more financial flexibility.

A tax refund is a reimbursement made to the taxpayer for the excess state and federal taxes they've paid throughout the year. So when the IRS pays you money after you file, it means that you've overpaid the government during the tax year. If you're getting a large refund, it's a good idea regularly....

04/21/2025

In an age of instant gratification, financial discipline sets the foundation for lasting success. This piece highlights why steady habits and strategic planning are more valuable now than ever.

Financial discipline is a virtue—in good times, bad times and uncertain times. Leaders, therefore, need to make cost management an ongoing, always-on priority.