Lauren’s CPA said it at the end of a meeting, almost as an afterthought: “You might want to look at an S-corp election.” She wrote it down and starting Googling immediately after the meeting was over. By the time she got back to her desk, she had seventeen browser tabs open and still wasn’t sure…
Every day, someone posts on LinkedIn or TikTok claiming that a strong prompt can replace a financial advisor. I’m Jaclyn, part of the financial planning and wealth management team here at Tannery Company. I’ll be honest with you: the tools have gotten genuinely good. Fast, accessible, and (almost always) better than having no plan at all. But do I believe that AI can replace your financial advisor? Not a chance. I say this as someone newer to…
The mid-year financial reset emphasizes that success is driven by visibility and coordination rather than just discipline or good intentions. By evaluating the past six months to connect isolated financial decisions into a single, clear picture, you can stop reacting to surprises and start making intentional adjustments for the remainder of the year.