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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

Wednesday, May 13, 2026

Why Is This Conversation So Important Right Now? The U.S. is in the middle of a sustained demographic shift. More than 61 million adults are aged 65 and older as of 2025, and that number is projected to reach approximately 82 million...

Wednesday, April 15, 2026

April is National Financial Literacy Month. This is a perfect time to reflect on the importance of understanding and managing your financial well-being. In today’s fast paced world, financial decisions are part of everyday life, from...

Tuesday, April 14, 2026

Social Security decisions are often framed as a single question: “When should I start drawing benefits?” That question matters, but it can also be limiting. The better question is: how does Social Security fit into my overall...

Thursday, April 2, 2026

If you are a parent of a teen or young adult, how do you teach them to make confident money decisions before the stakes are high? Teaching teens and young adults about money is less about formal instruction and more about repeated...

Monday, March 23, 2026

Key TakeawaysHere are some questions this blog aims to answer:How can parents or grandparents help with a down payment for adult children?What are ways to gift a down payment, and how do the annual gift tax exclusion and lifetime...

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Wednesday, March 4, 2026

In honor of Valentine’s Day, our office partnered with Keli Hazel’s office to host a special luncheon for clients who are widowed or divorced, creating a welcoming space for connection, laughter, and fellowship.The event featured...

Monday, March 2, 2026

Key TakeawaysHow much wealth are women on track to control in the next decade, and why does that matter?What does the life expectancy gap between women and men mean for how long money needs to last?How common is it for women to be...

Tuesday, February 24, 2026

Key TakeawaysTreat tax strategy as a continuous process, not a once-a-year filing exercise.Coordinate with financial and tax professionals throughout the year to identify opportunities for efficiency.Review contribution limits,...

Wednesday, February 11, 2026

Key TakeawaysEmotions and biases might influence financial choices more often than most people realize.Behavioral patterns, such as loss aversion, familiarity bias, and herd mentality, can impact long-term results.Recognizing emotional...

Thursday, January 29, 2026

Artificial intelligence (AI) may be the most revolutionary technology of our time, with industries scrambling to embrace its possibilities. AI’s early influence seems similar to the positive disruptions brought about by past...

Tuesday, January 6, 2026

As a new year begins, many people focus on resolutions around health, fitness, and personal growth. January is also National Financial Wellness Month, making it the perfect time to pause, reflect, and set intentional goals for your...

Tuesday, January 6, 2026

As we begin a new year and consider the opportunities ahead, reflecting on the past year helps put today’s financial landscape into perspective and informs the strategies that can move us closer to our goals.2025 was a year marked by...

Wednesday, December 17, 2025

Key Takeaways and Suggestions for Successful Goal Setting Use SMART Goals for Clarity and FocusSet goals that are Specific, Measurable, Achievable, Relevant, and Time-bound. This proven method helps break big ambitions into manageable...

Wednesday, December 3, 2025

Recently, I had the pleasure of meeting with the local McDonough Woman’s Club for a financial trivia presentation—yes, trivia! Instead of giving a traditional talk, my assistant, Ashley Hogin, and I created an interactive game designed...

Tuesday, December 2, 2025

Key Takeaways A third of annual donations: About one-third of all charitable contributions are made in December. Donating before December 31 may offer tax advantages. New rules starting in 2026 (via the OBBB Act) may affect deductions...

Friday, November 21, 2025

This season marked our third year participating in Samaritan’s Purse Operation Christmas Child, a program that delivers gift-filled shoeboxes to children around the world who may otherwise go without a Christmas celebration. Our team...

Tuesday, September 10, 2024

In this blog post, Keli shares her 15th tip for pursuing your best self: remaking your finances is a process that is more about that journey than the destination!

Tuesday, August 20, 2024

In this blog post, Keli shares her 14th tip for pursuing your best self: Update Your Will, Power of Attorney (POA), Healthcare Directive, and Beneficiary Accounts!

Monday, July 29, 2024

In this blog, we explore Keli's 13th tip for pursuing your best self: learn how joint accounts work!

Wednesday, July 3, 2024

Tip #12: Consult a financial planner or divorce financial analyst. I cannot emphasize this enough, not because I am a financial planner with a CPA, but because I know I can help you. I can make this devastating, tumultuous time in...

Tuesday, June 18, 2024

In this blog we talked about Keli's 11th tip for pursuing your best self: Do Your Due Diligence!

Tuesday, May 28, 2024

In this blog we talked about Keli's 10th tip for pursuing your best self: Consult a Certified Divorce Coach and an Attorney!

Tuesday, May 7, 2024

If you are contemplating a divorce or feel like your spouse may be, then you might wonder whether you should open your own separate bank account and begin stashing some cash for yourself. But is this the best course of action?

Tuesday, April 16, 2024

The topic of claiming your children as dependents on your tax return is not an easy subject to broach. However, for your finances and tax implications, you should consider this option during your divorce settlement.

Tuesday, March 26, 2024

When dividing assets during a divorce, think about the long-term consequences of the assets you ask for. They might have tax implications! With this week's tip, we offer information you need when going to the proverbial negotiating table!

Friday, February 23, 2024

Our sixth tip is a delicate but important matter. When you are sure about getting a divorce, it can be a good idea to freeze any joint accounts you fear your spouse will try to tamper with.

Friday, February 2, 2024

Even in the best of marriages, it's important to know the status of your marital finances. Here is Keli's fifth tip for pursuing your best self!

Monday, January 15, 2024

Being a stay-at-home mom means you’re responsible for tasks that are the focus of professions, and you should recognize that. It can be empowering to calculate the worth of your work so that you understand just how valuable your work is!

Thursday, November 30, 2023

Do you know you can get a copy of your credit report from all three credit reporting agencies every 12 months? In this post we highlight how often you should request your credit report and the two biggest factors affect your credit score!

Thursday, November 16, 2023

We strive to keep you regularly updated with important market changes and news. Please listen to the most recent market update from Phil Blancato, Osaic’s Chief Market Strategist. This call discusses recent updates for the...

Wednesday, October 18, 2023

One should always know what is coming in the door as well as what is going out. Single, married, divorced, or widowed – it doesn't matter. If you don't have control of your money, then your money has control of you. Take a...

Wednesday, October 4, 2023

Pursuing your best self can help prepare you to face unforeseen circumstances with confidence. In this blog series, I want to provide you with tips that will help you on your journey to becoming your best self personally and financially.

Wednesday, August 16, 2023

This month’s Your Money Matters newsletter contains helpful information about how inflation impacts your portfolio, why it's important to control your future by creating a will, understanding equity compensation, and insuring...

Saturday, July 15, 2023

For the optimists among us, we were relieved to see some good financial news in June. U.S. stocks were up for the month and the quarter, although bonds didn’t fare as well. The S&P 500 defied recession fears and a U.S. banking...

Friday, June 2, 2023

We strive to keep you regularly updated with important market changes and news.Please find the Market Analysis from Phil Blancato, Advisor Group’s Chief Market Strategist attached below. This update provides an overview of...

Wednesday, May 10, 2023

About the U.S. Banking SystemWith recent headlines about two failed U.S. banks and their ripple effect throughout the banking sector, we want to summarize the latest information on this evolving event. We assure you we are monitoring...

Friday, December 2, 2022

Veteran Advisors Denise Sowell and Keli Hazel Join Capitol Financial Solutions

Monday, November 8, 2021

Pursuit of Your Best Self Practical Tips on How to Prepare for Life’s Challenges and Live Out Your Best Tip #3 Do you know that you can get a copy of your credit report from all three credit reporting agencies every 12 months for free?...

Monday, August 2, 2021

Pursuit of Your Best Self Practical Tips on How to Prepare for Life’s Challenges and Live Out Your Best Tip #2 Do a budget or at least track your living expenses One should always know what is coming in the door as well as what...

Monday, July 12, 2021

If you’re anything like me, you can sometimes get stuck in the rut of trying to be everything for everybody, often neglecting, forgetting, putting aside (whatever term you want to use) your own needs and desires for the sake of...

Tuesday, May 11, 2021

Stocks closed mixed last week as signs of continued economic recovery and upbeat earnings helped some sectors while the struggles persisted for high-growth companies.The Dow Jones Industrial Average gained 2.67%, while the Standard...

Wednesday, April 7, 2021

Overcoming a rocky start, stocks rallied into the close of a holiday-shortened week of trading as technology shares staged a powerful recovery and investors reacted positively to President Biden’s infrastructure spending...

Wednesday, March 3, 2021

Stocks dropped amid rising long-term bond yields, with sharp declines in high-valuation growth stocks leading the overall market lower.The Dow Jones Industrial Average slipped 1.78%, while the Standard & Poor’s 500 declined...

Monday, February 1, 2021

Despite strong corporate earnings, stock prices closed lower after a volatile week of trading triggered by unprecedented activity in a handful of companies.The Dow Jones Industrial Average lost 3.27%, while the Standard &...