Tyler Boling of Gateway Financial Partners

10/28/2026

Wealth is not only reduced by taxes or markets. It can also be drained by disagreements among heirs.

Top 5 Family Disputes That Erode Wealth

1. Inheritance battles, legal fights over asset division.

2. Sibling rivalries, perceived unfairness among children.

3. Blended family tensions, stepchildren and spouses in conflict.

4. Unclear estate plans, vague or outdated documents.

5. Control struggles, disagreements about who manages assets or trusts.

The best legacy is a plan that leaves no room for confusion.

10/23/2026

You've spent years saving for retirement. But what happens when it's finally time to start spending?

For some retirees, shifting from a saving mindset to a spending mindset isn't easy. Even when they've planned carefully, the thought of dipping into their savings can feel uncomfortable.

Being cautious with retirement spending is understandable, but being too conservative may mean putting off experiences and goals that matter to you.

This podcast from Morningstar explores the psychology behind retirement spending and why finding a balance between preparing for the future and enjoying the present is worth considering.

Plus, three ways retirees can determine if they’re underspending.

10/21/2026

Health Savings Accounts (HSAs) are often misunderstood as “spending accounts.”

In reality, they’re one of the most tax-advantaged ways to prepare for retirement healthcare costs.

Here’s why:

Triple Tax Advantage: Contributions are tax-deductible, growth is tax-deferred, and withdrawals for medical expenses are tax-free.

No Use-It-or-Lose-It: Unlike FSAs, HSA balances roll over year after year.

Receipts Strategy: Save medical receipts now, reimburse yourself later tax-free, while investments keep compounding.

For families who qualify, an HSA can quietly become a retirement powerhouse.

10/19/2026

If the market fell 20% tomorrow, what happens to your plan?

• Retirees may feel it in withdrawals
• Families may feel it in tuition savings
• Executives may feel it in concentrated stock holdings

Would your plan bend or break?

10/14/2026

Many families use the terms executor and trustee interchangeably, but they play very different roles.

Executor: carries out instructions in your will, usually through probate.

Trustee: manages and distributes assets placed in a trust.

10/13/2026

Tax laws change. Families grow. Assets shift.

Without regular updates, a trust may not function as you intended.

If it’s been years since your trust was reviewed, it may be time to ensure it still reflects your goals and today’s laws.

09/30/2026

At its core, financial mindfulness is about bringing a moment-to-moment awareness to financial decisions, echoing the broader mindfulness techniques used in mental and emotional health. Forbes has more!

https://www.forbes.com/sites/financialfinesse/2024/05/07/financial-mindfulness-the-key-to-enhancing-your-financial-life/?sh=48b668db11d5

Implementing financial mindfulness can be straightforward with the right strategies. Here are some practical steps to incorporate it into your daily life.

09/24/2026

It's a fact! Exit planning isn't just for retirement.

Health events, partnership disputes, or market downturns can force a transition earlier than expected.

A plan is useful even if you’re years away from selling.

09/22/2026

A buy-sell agreement protects your business if an owner departs unexpectedly. But the real challenge is funding it.

-Cash reserves can strain operations

-Loans may disrupt growth plans

-Insurance can provide liquidity but must be structured carefully

Aim to revisit your funding method regularly so it aligns with both your retirement strategy and business cash flow.

09/15/2026

The way you exit shapes how employees, customers, and your community remember your business. Planning ahead lets you decide what that legacy looks like.