Blog
Changing Jobs? What to Do With Your 401(k), Equity Compensation, and New Benefits
A job change can affect more than your paycheck. Use this guide to review your old 401(k), equity compensation, new benefits, and financial priorities before important details slip through the cracks.
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Back-to-School Financial Planning: Balancing 529 Savings, Retirement, and Everyday Costs
Back-to-school season is a smart time to reset your family plan. Learn how to balance monthly expenses, retirement savings, 529 goals, and the financial needs that matter now.
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FRS Pension vs. Investment Plan: The Ultimate Guide for Florida Public Employees
Florida’s FRS offers two retirement paths: the Pension Plan (guaranteed lifetime income) and the Investment Plan (market-based account). Choosing depends on your career length, risk tolerance, and goals. Consult a fiduciary for clarity.
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Your Mid-Year Money Check-In: What to Review Before July
Conduct a mid-year financial check-in: review spending, optimize savings accounts, verify retirement contribution pacing, rebalance your portfolio, adjust tax withholding, and update beneficiaries. Catch issues before year-end, be on track.
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Should You "Sell in May and Go Away"? A Summer 2026 Reality Check
“Sell in May and go away” may be a catchy market saying, but it is not a reliable investment strategy. Consistent investing, periodic rebalancing, and a clear financial plan matter far more than seasonal market timing.
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The 8-Year Rule: How Your Future Plans Should Dictate Your FRS Choice
The choice between the FRS Pension Plan (with its 8-year vesting "cliff") and the Investment Plan (with its 1-year "safety net") should be dictated by how long a new employee plans to remain in the Florida public system.
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Tariff Talk: Separating Real Financial Impact from Market Noise
Tariff changes cause short-term market noise, but the real risk to your portfolio is emotional investing. Don't let fear or recency bias derail your wealth. Stick to your long-term plan and let a fiduciary guide your next steps.
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Redefining Retirement: A Woman’s Guide to Designing Your Next Chapter
Retirement isn't just an ending; it's a vibrant new beginning—a chance to design your next chapter with intention. For many women, this pivot from a career-focused life to one of personal fulfillment requires thoughtful strategy,...
Read MoreThe Myth of the Perfect Trade: Why Patience is Your Best Investment Strategy
The Myth of the Perfect Trade: Why Patience is Your Best Investment StrategyWe have all been at that dinner party or golf outing.Someone leans in, lowers their voice, and starts bragging about a stock trade. They "got in" right at the...
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Love & Money: Why Talking About Finances Can Strengthen Your Relationship
They say love conquers all, but anyone who has shared a bank account knows that money can certainly put up a fight. It is one of the most cited sources of stress in marriages and long-term partnerships.
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What does it mean to be Futureproof?
Future Proof Festival: Shaping the Future of Finance Through Peer Education At Feller Financial Services, we believe that learning never stops—especially in a profession as dynamic as financial advising. That’s why our team attended...
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Making Sense Of A Home Warranty
As a consumer, when you purchase an expensive item, like a car or refrigerator, you expect to receive a warranty that the manufacturer will repair or replace that product if it breaks down. A warranty makes sense for big-ticket...
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