Crestview Capital Advisors

For generations, the traditional approach to inheritance was fairly straightforward: parents accumulated wealth throughout their lives and passed what remained to their children after they died. Increasingly, families are considering a different approach. If you’re financially secure and expect to leave money to your children someday, does it make sense to give some of it…

Most people enter retirement with a pretty good idea of what their major expenses will be. We anticipate things like housing, healthcare, and everyday living expenses.  But retirement rarely follows a perfectly predictable budget. Some of the expenses that can have the biggest impact are the easiest to overlook. Here are a few worth planning…

Transitioning from a lifelong career into retirement is exciting. It can also be disorienting. The structure, schedule, and sense of purpose that once shaped your days are suddenly gone, replaced by open time that doesn’t always feel as freeing as expected. Without something to anchor it, that freedom can quickly turn into a lack of…

There is a moment every April when the calendar starts to feel less like a reminder and more like a verdict. Tax Day is approaching, and for some, the return isn’t ready. The instinct for many high achievers is to push through, rush the process, and get it done. After all, asking for more time…

You’ve spent decades building expertise in your field, raising a family, and contributing to your community, and you’ve adapted to plenty of change along the way. Retirement doesn’t erase that capability. Staying connected to technology isn’t about proving you can keep up. It’s about choosing what’s worth your attention, staying open to what genuinely matters…

Most articles on inheritance focus on those leaving the assets behind, covering trusts, estates, and leaving a legacy. But what about the person on the receiving end? Inheriting money can feel overwhelming, especially during an already emotional time. Here’s a few thoughts to keep in mind. Hit Pause on Major Decisions Your first instinct after…

Your brain doesn’t retire when you do. In fact, it’s wired to keep learning, and few hobbies satisfy that need like picking up a new language. Whether you’re planning a trip to another country, reconnecting with family heritage, or simply want a challenge that feels meaningful, language learning offers something inherently valuable. Start With Why…

A snapshot of 2026 tax rules and thresholds, covering income, investments, retirement, and estate planning.

&Partners has released its first half 2026 issue of Prism, exploring whether markets are in an AI-driven bubble and what to do about it.