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Allen L. Frederick
Farther Finance Advisors, LLC
Farther is the intelligent wealth management firm, combining powerful technology with premier advisors to accelerate financial freedom. The fastest-growing financial services firm in the country,...
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Michael Whitney
CFA®
Waverly Advisors
In 2022, our firm adopted the name Waverly Advisors, LLC, reflecting our commitment to long-term partnerships rooted in strength, trust, and deep connection. A Waverly is defined as a meadow filled...
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Bill Clinton
CFP®, CPWA®, CIMA®
LPL - Riverstone Wealth Planners
At Riverstone Wealth Planners, our mission is to provide personalized, white-glove financial services that empower our clients to confidently pursue their financial goals. We work closely with...
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Marc Bernstein
Stone Creek Advisors, LLC
Stone Creek Advisors is a fee based, fiduciary, investment management firm headquartered in Buffalo, NY. We employ a data driven, disciplined, repeatable process to take the emotion out of...
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Lance Huebner
CFP®
GFC Planning
GFC Planning exists to help people feel more confident in their financial life by addressing what matters most to them. We do so by simplifying the complexities of financial life, reducing stress,...
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Ken Gulliver
UGRU Financial
UGRU Financial Coaching has a Mission: Empower Americans to financially prosper. We achieve this through our professionally trained financial coaches who help you find money you didn't think you had...
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Latest Blog
11 min read
25 Mar 2026
A Guide to the Roth IRA 5 Year Rule
Roth IRAs are a widely used retirement planning option in the United States. In fact, Roth IRA assets totaled $1.4 trillion in 2023, and about 31.9 million U.S. households held Roth IRAs during that year. That is a notable number, and it continues to grow as more investors open Roth...
12 min read
13 Mar 2026
How to Get Your Required Minimum Distribution Right
If you are investing in a traditional retirement account such as a 401(k), a 403(b), an Individual Retirement Account (IRA), or other similar options, you will need to deal with Required Minimum Distributions (RMDs). RMDs are the minimum value that you must withdraw from these accounts once you reach a...
10 min read
09 Mar 2026
Tax Brackets and Federal Income Tax Rates for the 2026-2027 Tax Year
It is that time of year again. The ‘new year, new me’ may not just be your personal motto. The Internal Revenue Service (IRS) also makes adjustments when a new tax year begins. One of the most important updates involves federal income tax brackets. Federal income tax rate and brackets...
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When it comes to building and handling a portfolio, it often feels like a two-person job...
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