What is the origin of White Blaze?
Hikers along the Appalachian Trail are guided in their journey by a series of vertical markings painted on trees by those who have navigated the trail before. These "white blaze" markings alert hikers to changes in terrain, forks in the trail and other decision points. They also reassure hikers that they are on the right path.
We took the name White Blaze for our team because we too guide our clients, providing clear and reliable advice, as they make their way toward achieving their financial goals and independence. Like those markings, we will be with them at all points along the trail, and with the next generation to help ensure that they successfully pursue their destination too.
Financial Planning
Your dynamic financial plan should balance accumulation, distribution, preservation and contingency strategies as you move through different stages of life.
Learn MoreInvestment Management
The best investment strategy for you is to build a portfolio that maximizes your potential of meeting your goals.
Latest News
We understand today’s financial environment. We know that individuals face unique challenges. And we can help take the mystery out of preparing for today and tomorrow.
Learn MoreHelpful Content
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
9 Facts About Social Security
There are things about Social Security that might surprise you.
How the SECURE Act 2.0 Changed RMDs
Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.
Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Bull & Bear Markets: A Timeline
This helpful infographic will define bull and bear markets, as well as give a historical overview.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Exploring the Federal Student Grant Program
In this article, explore the benefits of the Federal Student Grant Program.
View all articles 
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
View all calculators
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Retirement Redefined
Around the country, attitudes about retirement are shifting.