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
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
Life Insurance Myths: Debunked
Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Starting a Roth IRA for a Teen
This early financial decision could prove helpful over time.
What Will You Do With Your Bonus or Windfall?
This article examines one's options when receiving a work bonus or other financial windfalls.
Intellectual Property and Your Estate
Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
View all articles 
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
View all calculators
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?