Janel Kalish, CFP at Third Coast Advisors

11/03/2026

Valuation is important for business succession, estate taxes and even qualifying for a loan.

Ascertaining the value of your business is important for a variety of reasons.

11/02/2026

FDIC insurance was designed to protect your deposited funds, but do you know how?

FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.

10/29/2026

Struggling with your financial health? This checklist can help you enter the new year organized, prepared, and confident about your financial future

By carving out a little time now, you can enter the new year more confident about your financial path forward

10/28/2026

What happens to your employer-sponsored retirement accounts when you change jobs? Find out in our latest video.

This video explores what to do with retirement accounts when you move on from your job.

10/27/2026

Last Thursday, I had the opportunity to host another Women Wisdom & Wealth event at Drumlin Ridge Winery. What an amazing group of women showed up for the event! Tasty wines, great conversations around what retirement looks like for them and ways to get there. Many thanks to Terri Saby from Nationwide who sponsored the event and especially to Emily Fowler for always being by my side.

The next one will be back at the office on November 18th when we will have Michelle Eno from Soren - the year-end is closing in on us - let's figure out what needs to be done before it does!

Contact me if you are interested in joining us!

10/27/2026

Tips to help women become more confident in financial decision-making and set themselves up for a healthy financial future.

10/26/2026

Hitting six figures used to feel like “making it.” But with rising costs and shifting priorities, many earners are finding that their money doesn’t go nearly as far as they expected. The six figure success story is changing — fast.

Rising costs are making six figures less of a success benchmark. Learn why income alone might not tell the full story.

10/23/2026

Millennials are at a busy phase in life, growing their careers and potentially growing their families as well. But it’s important they don’t forget to take some time to inventory their finances and help ensure they’re on the right track to balance to

Learn how the decisions you make today can help you reach your financial goals

10/22/2026

It’s not always easy to talk about money in a relationship. Check out these tips to help you start having open and honest conversations about your finances.

Not talking about money can cause serious problems in a relationship. With the right tools, you can overcome the money taboo

10/21/2026

People make sure to have insurance to protect their homes, cars, and other physical assets in case of an emergency. But do you have protection for your future income? What would happen if you got sick or injured and had to stop working? This is where

Help protect your income with disability insurance if illness or injury keeps you from working.