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Blog

Shane Goff | Jul 9, 2025

From Boomers to Gen Z: A Generational Look at Money Habits and Financial Choices

Lifestyle

What financial habits have helped you most in life?

Which ones have held you back?

No matter how you answer those questions, your money habits have a lot to do

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Shane Goff | Jul 2, 2025

How to Stay Invested in Volatile Markets Without Losing Sleep

Investments
Risk Management
Savings

Market volatility can feel like a rollercoaster. Thrilling on the way up, stomach-churning on the way down. Even seasoned investors get a little uneasy when the

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Shane Goff | Jun 25, 2025

How to Dive into Business Succession Planning: 10 Key Questions

Investments
Finance
Tax Planning

What will happen to your business when it’s time for you to take a step back?

That can be a tough question that many business owners eventually have to face.

Yet

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Shane Goff | Jun 18, 2025

The New Face of Fraud: How AI Is Changing the Scam Game

Technology

Technology has changed nearly everything about the way we live, work, and connect including how scammers operate.

Once upon a time, scams came in the form of

Read More
a computer screen with a chart on it by rc.xyz NFT gallery courtesy of Unsplash.
Shane Goff | Jun 12, 2025

Spring Market Trends: What Investors Should Watch This Quarter

As we move into the second quarter of the year, investors are keeping a close eye on key market trends that could shape their financial strategies. Economic

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a stack of money sitting on top of a table by Marek Studzinski courtesy of Unsplash.
Shane Goff | Jun 12, 2025

Financial Independence: What It Really Means and How to Get There

As Independence Day approaches, it's a perfect time to reflect not just on our nation's freedom—but on your personal financial independence. What does it really

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black Android smartphone near ballpoint pen, tax withholding certificate on top of white folder by Kelly Sikkema courtesy of Unsplash.
Shane Goff | Jun 12, 2025

Tax Season is Here: Avoid Common Filing Mistakes

Tax season can be stressful, but avoiding common filing mistakes can save you time, money, and potential penalties. As you prepare your tax return, be mindful

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person wearing blue academic hat by Foto Phanatic courtesy of Unsplash.
Shane Goff | Jun 12, 2025

Graduates & Money: Financial Tips for the Class of 2025

Graduating from college is an exciting milestone, and for many, it's the first step into full financial independence. With this new chapter comes both

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Shane Goff | Jun 9, 2025

5 Tax-Saving Strategies to Keep More of Your Money

Tax Planning
Retirement

Tax season doesn’t have to feel like an uphill battle. With the right strategies, you can minimize your tax bill and keep more of your hard-earned money where

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Shane Goff | Jun 8, 2025

5 Critical Questions HNWIs Should Ask to Address Major Financial Concerns

Investments
Retirement
Tax Planning

What do you do when faced with a complex financial challenge?

Do you seek an immediate solution, or do you take the time to fully understand the issue before

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Shane Goff | Jun 2, 2025

5 Smart Ways to Use Your Tax Refund in 2025

Investments
Finance
Tax Planning

Tax season might not spark joy, but a refund sure can.

In 2025, the IRS estimates the average federal income tax refund will top $3,170.1 That means a lot of

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the letters are made up of different shapes by Neeqolah Creative Works courtesy of Unsplash.
Shane Goff | Jun 1, 2025

The New Face of Fraud: How AI Is Changing the Scam Game

Technology

Technology has changed nearly everything about the way we live, work, and connect including how scammers operate.

Once upon a time, scams came in the form of

Read More

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Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Securities and advisory services offered through Prospera Financial Services, Inc. | Member FINRA/SIPC The information contained on this website is for general use, and while we believe all information to be reliable and accurate, it is important to remember individual situations may be entirely different. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel. Neither the information presented nor any opinion expressed constitutes a representation by us or the purchase or sale of any securities. Click here to view the firm’s CRS.

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