Tyler Boling of Gateway Financial Partners

06/24/2026

In legacy planning, “fair” is not always the same as equal.

Different children may have different needs, roles, histories, or responsibilities.

A values-based plan can help define what fairness means for your family before others are left trying to interpret it.

06/19/2026

These are the conversations many families know they should have, but keep putting off.

Where are the important documents?
What kind of care would they want?
Is the current living situation still working?

This article gives a simple way to start asking the right questions before there is pressure to make decisions quickly.

Talk about finances, estate planning, and living arrangements when you get together for Father’s Day.

06/17/2026

Our lives are increasingly lived online, but digital accounts can easily be overlooked when creating an estate plan.

Email, social media, financial apps, cloud storage, subscriptions and digital assets may all need attention if you are no longer able to manage them.

Naming someone to handle your digital affairs and leaving clear instructions can make the process easier for those stepping in.

Your digital footprint is part of your legacy, too.

06/12/2026

Passing stock to family may seem straightforward, but appreciated assets can come with tax considerations that affect what your heirs ultimately receive.

How and when those assets are transferred can matter. Cost basis rules, trusts and gifting strategies may each lead to different outcomes, which is why it can be helpful to look beyond the value of the stock itself.

A thoughtful plan can help you better understand the options and make decisions that align with the legacy you want to leave

06/09/2026

Being ahead doesn't mean everything is settled.

Payoffs game 3 was a reminder how fast that momentum can shift.

It can happen that fast in your financial life too.

You may be saving consistently, investing with purpose, and feeling good about the direction you’re headed.

Then life changes the pace.

A job transition.
A market pullback.
A change in benefits.
A family need.
A tax concern.
A legacy planning decision.

Those moments do not automatically mean the plan is broken.

That is where a values-based approach can make a difference.

It can help make sure your financial decisions reflect your goals, your family, your work, and the future you want to help shape.

A strong plan gives you room to regroup, make changes, and keep moving when life shifts.

05/29/2026

There is a reason Succession hit a nerve.

It showed what can happen when the future of a business is unclear, personal, and emotionally loaded.

Now, most advisory practice transitions do not look like a prestige HBO drama. Thankfully.

But the underlying questions can still feel familiar.

Who steps in next?
Who gets a voice in the decision?
What happens to the people who helped build the business?
What happens to the clients who trusted the original advisor?
And how do you move forward without making the transition feel abrupt?

Succession planning is not only a financial decision. It is a people decision, a timing decision, and a communication decision.

The earlier those conversations begin, the more time there may be to work through the moving pieces.

05/26/2026

Valuation matters.

Structure matters.

The transition plan matters.

But there is another question that deserves just as much attention:

Who will your clients trust when you step back?

That answer is not built on portfolio management alone.

It is built on listening.
Understanding family dynamics.
Knowing what matters most.
Respecting the relationship that already exists.

That is why I focus on people, not just portfolios.

Because in succession planning, the relationship is often the real handoff.

05/21/2026

The early years of retirement get less airtime than they probably deserve. A useful read on why timing matters so much in this window, and the kinds of conversations (Roth conversions, withdrawal pace, Social Security) that tend to come up first.

Your take-control toolkit involves strategies for spending, investing, Social Security, and taxes.

05/18/2026

There’s one part of succession planning that doesn’t always get enough attention.

It’s not the valuation.
It’s not the deal structure.
It’s not the timeline.

It’s the client relationship.

When an advisor transitions their practice, clients are not just being handed off to a new name on the letterhead. They are being asked to continue placing confidence in someone who understands their family, their history, their priorities, and the way they make decisions.

That kind of trust is not built at the transaction table.

Will the person taking over your client relationships care for those relationships with the same level of intention?

Check out our full convo here: https://vimeo.com/1185204962/7a38e2d755?share=copy&fl=sv&fe=ci

05/14/2026

Mark the date because tax planning doesn't start when the shares hit your account.