Julian Grubbs, Certified Retirement Planning Counselor

06/23/2026

Dividend yield tells you how much income a holding generates relative to its price. Use this tool to calculate yield and see what it could mean for your portfolio.

Calculate the dividend yield of a holding and see what that means for income over time.

06/22/2026

Consider a bucket plan to go with your bucket list.

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

06/21/2026

Dads wear a lot of hats: teacher, fixer, coach, protector...

Today, we're celebrating the dads who work hard for their families' health, happiness, and security.

Here's to early mornings, life lessons, and long-term thinking that keeps families moving forward.

Happy Father's Day to all the incredible dads out there. 🎓🔧🙏

06/21/2026

With increasing wealth comes unique financial challenges.

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

06/21/2026

To every kind of dad out there 💛

The ones holding us tight today. The ones we're missing with every breath. The dog dads whose fur babies think the world of them. The single dads doing it all, every single day. The stepdads who showed up and never stopped. The father figures who weren't called Dad but lived it anyway.

Fatherhood isn't one shape. It's sacrifice. It's showing up. It's love that doesn't ask for anything in return.

Happy Father's Day to all of you, seen and unseen, here and remembered. You matter more than you know. 🤍

06/20/2026

This message covers three important factors when it comes to your financial life: Diversification, Patience, and Consistency.

Three important factors when it comes to your financial life.

06/19/2026

Lost 401(k)s are a huge issue, with over 24 million forgotten. Learn more about what you can do in our new article.

With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.

06/19/2026

Heritage offices will be closed today in observance of Juneteenth National Independence Day, a federal holiday in the United States commemorating the emancipation of enslaved African Americans.
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06/18/2026

How much life insurance is enough? Use this calculator to get a better sense of the coverage that may make sense for your family and financial situation.

Estimate how much life insurance coverage may be appropriate for your situation.

06/17/2026

Most people assume that a spouse's unused estate tax exemption passes to the surviving spouse automatically.

It doesn't.

Claiming it REQUIRES A FILING WITH THE IRS within 9 months of a spouse's death.

The IRS doesn't send a reminder. The deadline just passes.

A six-month extension is available, bringing the total window to 15 months. But the clock starts the day your spouse dies, not the day you think to ask about it.

This is exactly the kind of detail that gets lost in the fog of grief and estate administration.

It's also exactly the kind of thing we watch for on behalf of the families we work with. We also help families by working with their tax, legal, and accounting professionals to make certain that paperwork is completed in a timely manner.