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Key Estate Planning Roles to Know Part 1 – “While you are alive"
When it comes to estate planning, the abundance of terms and roles can often be perplexing. Especially considering that one person can occupy multiple roles, or multiple individuals can share co-roles. What?! Let’s delve into some of...
Read MoreTurn Your RMDs into Charitable Donations
If you dream of your financial legacy leaving a lasting impact on the world, there's a way you can make a difference. You can use your Required Minimum Distribution (RMD) to make charitable donations, a strategy that could benefit both...
Read MoreApril Is Autism Acceptance Month
April is Autism Acceptance Month, a time dedicated to fostering communication, inclusion, and connection within our communities.Autism is a lifelong condition, and it is important to recognize that individuals of all ages can be...
Read MoreSpousal and Survivor Benefits
How Spousal and Survivor Benefits Work in Social Security Social Security offers financial support not only to retirees but also to their spouses and survivors. Spousal benefits are designed to support spouses who may not have their own...
Read MoreNew Retirement Contribution Limits for 2026
The Internal Revenue Service recently released new limits for 2026. Although these adjustments won’t bring any major changes, there are some minor elements to note.Individual Retirement Accounts (IRAs)IRA contribution limits are up...
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Nicholas Scheibner, CFP®, EA, has been named a 2026 Five Star Wealth Manager
Nicholas Scheibner, CFP®, EA, has been named a 2026 Five Star Wealth Manager.The Five Star Wealth Manager award is based on an independent research process that evaluates wealth managers using objective eligibility and evaluation...
Read MoreUnderstanding the 10-Year Rule for Inherited IRAs: Navigating Opportunities and Challenges
Explore the 10-year rule for inherited IRAs under the SECURE Act, its implications, and strategies for managing taxes and financial goals effectively.
Read MoreNavigating Tax Season with Confidence: Essential Tips for 2026
Tax season is upon us once again, and for many, it brings a mix of tasks, deadlines, and sometimes a bit of anxiety. Whether you're a seasoned taxpayer or this is your first time handling your own taxes, preparing early and...
Read MoreHonoring Veterans Day
November 11 is Veterans Day – a day to honor and remember the bravery, contributions, and sacrifices of our armed services members who have defended us so ably, who have run toward danger rather than away from it, who have helped to...
Read MoreProtect Yourself from Online Email & Software Scams
Protect yourself from phishing & software scams: unplug & restart your computer, never share personal info, and call a trusted contact. Supportive Financial prioritizes cybersecurity protection.
Read MoreHappy Independence Day
The Fourth of July is just ahead – a chance for us all to get together and celebrate what makes America so special.As Americans, we have the liberty to act, speak, think, and worship freely. This precious liberty was fought for, and...
Read MoreRemembering Our Fallen Heroes This Memorial Day
Today we honor the brave service members who made the ultimate sacrifice in defense of our nation. This solemn day of remembrance gives us an opportunity to reflect on the profound cost of freedom and the extraordinary courage of...
Read MorePro tip: apply for Medicare early.
If you’re like most of us, you’ve probably been thinking about your health quite a bit lately — especially if you’re approaching retirement. Trust me, I understand. Anticipating your future medical costs can feel daunting. When it...
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