Blog
Fiscal Fitness with AJ
Our Blog postings occur from time to time when we have an interesting article or opinion to share. We hope that you will find our postings of interest and encourage to forward them on to your family and friends.
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Q1 2026 Market Recap: From Momentum to Uncertainty
What We’re Watching as We Head Into Q2 As we move further into 2026, the first quarter served as a reminder that markets don’t move…
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Examining the Full Process of Retirement Planning
For a lot of people, retirement planning is a long game. You may start tucking away some savings in your 20s and 30s, then ramp…
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A Year-End Market Check-In: Staying Grounded as We Head Into the New Year with AJ Flores, CFP®
A Year-End Market Check-In: Staying Grounded as We Head Into the New Year As we approach year-end, it’s a natural time to pause and reflect—not…
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What We Talk About as a Team When No One’s Watching
When most people think about a financial planning firm (and I’m sure it’s often!), they might picture spreadsheets, investment reviews, maybe the occasional tax strategy…
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A Few Things I Took Away From Our Trip to Costa Rica
A client told me just before my recent trip to Costa Rica, “You’ll hear the phrase Pura Vida a lot… but I’m not going to…
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Common Tax Mistakes
Filing taxes can feel overwhelming, and even small errors can lead to penalties, missed deductions, or IRS audits. Whether you’re managing personal finances or handling…
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Regarding the Recent National Public Data Information Breach
National Public Data Breach You may have recently seen reports about a significant data breach at National Public Data, a data company that performs employee…
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Portfolio Advisors Inc Quarter 2 Market Update
Recent market performance has been like a box of fireworks: unpredictable, with both dazzling highs and occasional duds. As we conclude the second quarter of…
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Understanding Annuities: What You Need to Know
If you’ve ever wondered about annuities and how they can help with your finances, especially for retirement, you’ve come to the right place. Let’s break…