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What the recognition is, how it’s built, and what it can’t tell you. Deerfield has been named to the CNBC Financial Advisor 100 for 2026.
By Susie Steel, CFP® Every week, I go to my mother-in-law’s house and fill her medicine dispenser with the 12 or 15 pills she takes.
Recently, a client’s son joined one of my meetings. He’d been researching financial topics with AI for months but wanted to talk to a real person. It was a great conversation and a good reminder of what a human advisor actually brings to the table. My latest article explores just that.
I often get asked whether couples should merge their bank accounts or keep them separate. I’ve realized there isn’t one right answer, but there are strategies that help prevent arguments. I wrote down a few thoughts on how to set up an operating account and why having your own fun money is good for a marriage. A link to the full post is in the comments.
Do your CPA and financial advisor talk to each other? They should. In this article, I share how that connection can lead to better planning, fewer surprises, and more confidence in your financial decisions.
Deerfield Financial Advisors’ Top RIA Firms Announcement We’re honored to share that Deerfield has been named to Worth’s Top RIA Firms 2025 list. For anyone
Most financial advisors focus on investments and taxes, but what about cash flow? When you’re managing millions, knowing when and where your money flows can make the difference between feeling scattered and feeling intentional about your wealth.
If you’ve ever wondered whether Social Security will still be around when you retire, you’re not alone. In fact, most Americans share the same worry.
The most powerful financial planning tool? Listening. Discover why feeling truly heard by your advisor can make all the difference. Because a plan only works if it fits your life.
Washington has been busy. Last month, Congress passed – and President Trump signed – the One Big Beautiful Bill Act (OBBBA). At nearly 900 pages,
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