Jim Shellenberger

Don’t miss out on these essential tax-efficient strategies for affluent families in 2025.

AI is powerful, but it has its limits. A trusted financial advisor offers personalized guidance tailored specifically to your financial situation.

By Jim Shellenberger, CFA, CFP® Do you believe that estate planning is only for the elderly or the affluent? Think again! Whether you’re just starting your career in your 20s or enjoying a well-earned retirement, having an estate plan is crucial for everyone. Shockingly, a 2024 survey (1) revealed that just 32% of Americans have established

By Rob Johnson Financial literacy is not currently taught in American schools—although it should be. Young adults who establish excellent financial habits and make wise financial judgments at a young age have a distinct edge over those who do not. To put it plainly, early adoption of sound financial practices can have a significant impact

By Jim Shellenberger, CFA, CFP® Cookie cutters are great for cookies, but when it comes to retirement planning, they just don’t cut it. The reality is, there’s rarely a one-size-fits-all rule that works for everyone’s retirement dreams. Those financial indexes you see all over the internet? They’re not for everyone. Remember, they’re just numbers and

By Rob Johnson As a wealth manager, my main focus is to help clients pursue their dreams while keeping their wealth safe and sound. With cyber attacks on the rise, shielding your wealth now includes new areas we hadn’t considered before. It’s crucial to take steps to defend yourself and your financial assets, especially when

By Rob Johnson Becoming rich requires more than just a mindset. And if you study wealthy people, you’ll notice they often possess what’s commonly referred to as a “wealth mindset.” This way of thinking looks at the long-term accumulation and preservation of wealth, rather than just short-term earning and spending. Watch this quick video for