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Blog

human anatomy model by David Matos courtesy of Unsplash.
Jeff McClenning | Aug 19, 2025

Why Your Brain Sabotages Your Investment Plan (No Matter What the Market Does)

Investments
Finance
Savings
Risk Management

The Dow crosses 45,000. Your brain whispers: "This has to be the top."

The market drops 15%. Your brain screams: "Get out before it gets worse!"

Different

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A piece of cardboard with a keyboard appearing through it by Immo Wegmann courtesy of Unsplash.
Jeff McClenning | Jun 26, 2025

The New Face of Fraud: How AI Is Changing the Scam Game

Technology
Scammers Have a New Secret Weapon—And It’s Not What You Think Gone are the days of obvious typos and fake lottery wins. Today’s scams are powered by artificial
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Close-up image of an elderly hand being held by a younger-looking hand
Jeff McClenning | Jul 31, 2024

Practical Tips: How to Avoid These 4 Estate Planning Missteps

Finance
Lifestyle
Estate Planning

First, let’s start by uncovering the most common mistake in estate planning…

Surprisingly, this frequently made mistake might already be on your doorstep. A

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assorted axe and knives by Chris Chow courtesy of Unsplash.
Jeff McClenning | Jun 14, 2024

Estate Planning Isn't Only for the Wealthy

Estate Planning

We’ve all read or heard the stories. Someone passes away without a will, and potential heirs sharpen their knives in a free-for-all that can take years to play

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Jeff McClenning | Jun 14, 2024

Market Recap - May 2024

Investments
Economy

Successful investing

2022 was a difficult year for investors, and we recognize that detours on the road to your financial goals are not uncommon.

Legendary

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Digital art image of a group of shadowy figures with TVs for heads displaying a hypnotic pattern.
Jeff McClenning | Jun 14, 2024

Top 4 Social Media Money Scams & How to Spot Them

Investments
Finance
Lifestyle
Privacy
Savings

Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and text fraud.1

There have been more than

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Image of an American flag, with a person looking out of them similar to window blinds.
Jeff McClenning | Mar 22, 2024

Investors & the Markets: What to Watch Out for in an Election Year

Investments
Finance

Smart investing doesn’t happen in a vacuum.

Current events matter, and this year, the 2024 Presidential Elections are taking center stage.

That’s rattling a

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black and silver pen on white paper by Olga DeLawrence courtesy of Unsplash.
Jeff McClenning | Mar 19, 2024

7 Ways to Minimize Audit Risks

Taxes

Taxpayers invest about 13 hours preparing their tax returns, according to the IRS’s instructions for Form 1040. More specifically, the IRS says that the average

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person holding green paper by Hitesh Choudhary courtesy of Unsplash.
Jeff McClenning | Mar 19, 2024

Market Recap - February 2024

Investments

Election-year shenanigans

 

Investors disregarded disappointing inflation numbers last month and talk of fewer rate reductions this year. Instead, they

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person holding pencil near laptop computer by Scott Graham courtesy of Unsplash.
Lewis Walker | Feb 16, 2024

What Does a Life-Centered Financial Plan Entail?

financial planning
Retirement
planning
Financial Advisor
Financial Planner

Flying from Chicago to Atlanta, a conversation ensued with the young woman seated next to me. She was a lawyer and a prosecutor and that led to a discussion of

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white house under maple trees by Scott Webb courtesy of Unsplash.
Lewis Walker | Feb 9, 2024

Where Will I Live?

Home
Living
Cost of Living
Retirement
Nursing Home
Hospice
Interest
inflation
Financial Independence
Heaven

The Book of Genesis tells us that Adam and Eve lived in comfort and security in the Garden of Eden. Then temptation got the best of them. They ate of the

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man and woman sitting on bench in front of beach by James Hose Jr courtesy of Unsplash.
Lewis Walker | Jan 31, 2024

Will Social Security Be There When You Retire?

Retirement
Social Security
Taxes
financial planning
Retirement Planning
Social Security Benefits

If you query the Internet as to when the Social Security Trust Fund will run out of money, you get a variety of answers. Estimates range from 2033 to 2041

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Securities and advisory services offered through The Strategic Financial Alliance, Inc. (SFA), Home Office: 678.954.4000, member FINRA, SIPC. Jeffrey D. McClenning, CFP®, Andrew Crane, Lewis Walker, CFP®, are registered representatives and investment advisor representatives of SFA which is otherwise unaffiliated with Capital Insight Group.

Business may only be transacted in a state if first registered.  Individualized responses to persons in a state that involve transactions in securities or personalized investment advice for compensation, will not be made absent compliance with state registration requirements or applicable exemption.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. 

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