August 2026: Questions to Ask of Financial Advisors part 1 (of 3)
Feeling that your finances are complex? Are you looking for a Financial Advisor who can handle that complexity? How do you look and compare intelligently? You can Google or ask AI for questions to ask about Financial Advisors, but are they really the questions that will match you with the right Advisor. In this special 3-part series of Fresh Advice, the team offers questions that you can and, more importantly, what you will learn from the answers to those questions.
July 2026: Where to Look in Power and AI Investing
This issue features perspectives from the Piton Investment Team on area and metrics they monitor for investments in key areas.
June 2026: Why Different State Taxes Matter for Financial Planning
This issue gives examples of how the tax structures of different U.S. states can factor into financial planning. For more details about some of the taxes mentioned in this issue, go to https://pitonwealth.com/investment-resources/june-2026-why-different-state-taxes-matter-for-financial-planning/
May 2026: Engineering a Retirement Plan: Q&A with Piton Advisors
The May calendar includes IEEE Global Engineering Day, which is “about recognizing the achievements of engineers and their work that has an impact on society”
April 2026: Gaming Financial Literacy for the Family, Especially Children
April is Financial Literacy month! The Fresh Advice team gathers together some fun tips to families, and especially younger generations, improve financial literacy.
March 2026: The Piton Investment Team part 3
This issue continues a three-part series on Piton Wealth’s Investment Team, for a look at the principles and strategies that the team uses to guide client investments.
February 2026: The Piton Investment Team, part 2
This issue continues a three-part series on Piton Wealth’s Investment Team, for a look at the principles and strategies that the team uses to guide client investments.
January 2026: The Piton Investment Team, part 1
This issue begins a three-part series on Piton Wealth’s Investment Team, for a look at the principles and strategies that the team uses to guide client investments. Also watch for the other two parts to appear in forthcoming issues of Fresh Advice!
Financial Planning for the Loss of a Spouse: The When and the How
In this issue you will find a helpful guide for those in need of financial planning at a very sensitive time, following the loss of a spouse. If you or anyone you know can benefit from this information, please check it out.
checklist for Financial Planning for the Loss of a Spouse
This is a companion checklist for the special issue of Fresh Advice about financial planning for the loss of a spouse.