Choice advisors Blog
August 11: Before They Board the Plane: A Financial Guide for Study Abroad Families
July 28: Does the New Tax Law Impact Your Estate Strategy?
July 14: Trump Accounts Are Now Open – What You Need to Know
June 23: The Retirement Conversation Couples Keep Avoiding
June 9: What Would You Do With a Windfall?
May 27: The Cost of Keeping the Bank of Mom and Dad Open
May 13: Continuing Care Retirement Communities: What They Cost, How They Work, and When to Start Preparing
April 14: When Should I Start Taking Social Security: 5 Factors to Consider
April 2: Teaching Teens and Young Adults Financial Literacy Through Real-Life Decision Making
March 23: Helping Adult Children Buy a Home: How to Gift a Down Payment The Smart Way
March 2: Three Numbers Every Woman Should Know
February 24: Tax Prep vs. Tax Strategy: The Difference Matters More Than You Think
February 11: Understanding the Emotions Behind Financial Decisions
January 29: AI and the New Face of Fraud: How to Protect Your Identity and Finances in 2026
January 6: 2025 in Review and What You Should Know Heading Into 2026
December 17: Goal Setting That Sticks: Simple Ways to Turn January Motivation into Lasting Wins
December 2: Year-End Giving Strategies: Tax-Smart and Impactful
November 12: The True Costs of Caring for Aging Parents
November 4: Money Talks: How to Use Holiday Gatherings to Start Family Financial Conversations
October 15: Should You Pay Off Your Mortgage Early If You Can?
October 1: A 2025 Guide to Protecting Seniors from Fraud
SAMPLE PLAN
Transitioning Assets into Retirement
Download our sample case study, Transitioning Assets into Retirement, to see how one pre-retiree turned their savings into a sustainable, tax-smart income plan.