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Thursday, April 30, 2026

Annuities are often sold as a safe answer to an uncertain future. Guaranteed income, downside protection, peace of mind. On paper, it can sound like a solution built for security. And to be fair, it’s easy to understand why they’re...

Thursday, April 30, 2026

You’ve been saving for years. Contributing when you can, making adjustments along the way, trying to stay consistent. On paper, it looks like you’re doing everything right. But if someone asked you today, “Are you actually on track for...

Wednesday, April 15, 2026

By the time you’re filing, most of those decisions are behind you. What matters now is knowing how to read that snapshot and using it as a guide before this year’s choices are locked in.

Tuesday, March 17, 2026

Investment decisions rarely exist in isolation from the rest of life. They reflect the goals you are working toward, the responsibilities you carry, and the future you want to create. At AimWell Financial, we believe an investment...

Tuesday, March 17, 2026

At AimWell Financial, behavioral finance isn’t a side conversation. It’s part of how we approach financial planning, because long-term results depend just as much on decision-making patterns as they do on portfolio strategy. Money...

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Tuesday, March 17, 2026

Giving back is deeply personal. For many people, charitable giving is not simply about making donations. It reflects personal values, life experiences, and the kind of impact someone hopes to make in the world. When approached...

Tuesday, March 17, 2026

Planning for education is one of the most meaningful financial decisions families make. It is not simply about tuition or timelines. For many families, it represents opportunity, responsibility, and a desire to support the next...

Tuesday, March 17, 2026

Estate planning is often thought of as something that can wait until later in life. In reality, it is simply about making clear decisions now so the people and priorities that matter most to you are protected in the future. One of the...

Tuesday, March 17, 2026

Insurance is something many people put in place once and rarely revisit. Over time, life evolves. Careers progress, families grow, homes change, and financial priorities shift. Coverage that once felt appropriate can slowly become...

Tuesday, March 17, 2026

Retirement is not defined by a specific age or a single financial milestone. It represents a shift in how you spend your time, how you use your resources, and how you define fulfillment. For many people, retirement brings both...

Tuesday, March 17, 2026

Taxes influence nearly every financial decision, even when it is not immediately obvious. Income, investment activity, retirement planning, and major life decisions all carry tax implications that can shape financial outcomes over time...

Monday, March 16, 2026

Life rarely moves in a straight line. Careers evolve. Families grow. Priorities shift. Markets fluctuate. Tax laws change.At some point, many successful professionals realize that earning well and feeling confident about their...

Monday, March 9, 2026

March is Women’s History Month, a time that celebrates strength, leadership, and progress. But some of the most meaningful chapters in a woman’s story begin much more quietly, during moments of transition rather than celebration. They...

Sunday, March 8, 2026

How women are reshaping investing, financial planning, and long-term wealth decisionsMarch marks Women’s History Month, a time to recognize the leadership and progress women have made across many industries. Finance is one area where...

Monday, March 2, 2026

If there’s one thing I’ve learned, it’s that this decision deserves time and honesty.

Saturday, February 28, 2026

Financial stress among consumers will soon be at an all-time high, according to the National Foundation for Credit Counseling’s Q1 2026 Financial Stress Forecast. That’s due to high levels of consumer debt — the Federal Reserve...

Wednesday, February 11, 2026

In a lot of ways, finding your perfect match in a financial advisor is a lot like dating. Credentials and ticking off the items on your wishlist matter, but trust, communication, and alignment matter more.

Wednesday, February 11, 2026

Most people know money affects relationships, but few realize how deep that goes. Financial disagreements are stronger predictors of divorce than any other common marital disagreements.

Monday, January 12, 2026

We often use the beginning of the year to set goals for our health, career, and relationships - but what about our finances?

Thursday, December 18, 2025

Artificial intelligence is reshaping how sales teams prospect, qualify and close deals. However, while AI can enhance efficiency...

Wednesday, December 17, 2025

Artificial intelligence is reshaping how teams prospect, qualify and close deals. Amy Powell, CFA® and 18 others discuss how sales leaders can effectively balance human relationships with automation to maintain authenticity while scal

Sunday, October 19, 2025

On the surface, big businesses and small businesses can seem worlds apart. With larger businesses operating at great levels and serving...

Friday, August 15, 2025

The concept of rebalancing is an important tool in our toolkit to respond to market events and keep portfolios in line with their objectives. Since our last global rebalance in April, the S&P 500 has climbed about 18%. While that’s...

Friday, July 18, 2025

What You Need to Know About The New Tax Bill

Monday, May 13, 2024

AimWell Founder Amy Powell, CFA and Brendan Frazier, Chief Behavioral Officer with RFG, recently got together to discuss how our mental and behavioral biases can get in the way of achieving our goals.  It was a great discussion about one of