Learn how strategic tax planning can reduce your tax bill, manage tax brackets, and avoid common tax traps in retirement. Discover key tax strategies used in financial planning.

Paying off debt is more than a math problem—it’s an emotional journey that can impact every part of your financial plan. Whether it’s student loans, credit card balances, business expenses, or major purchases, managing debt strategically is key to freeing up cash flow and reaching long-term goals. Learn smart debt payoff strategies and discover the next financial steps to take once you’re debt-free, from boosting retirement savings to building wealth for the future.

After one year at Aurora, Chad reflects on why he joined, the value Aurora provides clients through financial planning and investment management, and the teamwork and culture that make the firm stand out.

Discover why comprehensive financial planning goes far beyond investment management. Learn how tax strategy, insurance reviews, retirement income projections, college savings, and estate planning work together to strengthen your financial future—at no additional cost. Find out why working with a fiduciary advisor who offers full-scope planning can be one of the most valuable financial decisions you make.

Aurora Financial Strategies reflects on a record breaking 2025 and shares three key resolutions for the year ahead. Learn how the firm plans to enhance the client experience, grow its team, and expand its new CIO program in 2026.

Explore how holding excess cash may affect long term financial planning. Learn how inflation, missed market growth, and reduced compounding potential can impact outcomes, and review ways investors may manage risk while staying aligned with their goals.

In the 1800’s as the California gold rush gained steam, Matthew Fleming Stephenson coined the phrase, “There’s gold in them thar hills” to remind people that California was not the only game in town. Today, it may be worth reminding folks that, as the masses flock to mega cap AI stocks, attractive opportunities exist to invest in highly profitable and overlooked businesses.  

As the holiday season comes upon us, giving gifts is now top of mind for many across the nation. While preparing for Black Friday deals and telling your kids stories about Santa Claus, putting presents under your Christmas tree is only one of the gift-giving methods to ponder at the end of the year.

When you’re dating, compatibility is deeper than just liking the same music or sharing a sense of humor.
It’s also about how you handle stress, make decisions, and ultimately, handle money.

School is back in session! Now that the school year is back in full swing, it's time to think about the financial stresses that come with it. Here is how we can get through it together.

Austin Crites warns that today’s markets have become a fantasyland, where investors chase hype—meme coins, bloated tech stocks, and accounting smoke screens—while ignoring risk and reality. When the illusion shatters, he says, many will learn too late that a bird in the hand really was worth two in the bush.

Learn how the “One Big Beautiful Bill Act” affects your taxes, deductions, business benefits, and federal programs like Medicaid, SNAP, and student loans. Aurora Financial Strategies breaks down the key changes you need to know.

Now that April 15th, or Tax Day, is behind us, you may have been left with some pondering questions: What should I do with my tax return? I owed more than expected… Is there any way I can save money on taxes? Whether you got a refund or owed more than you thought, the Aurora team can help answer your tax questions!

For basketball fans like me, it’s a wonderful time of the year. March Madness brings 67 thrilling games spanning three weekends in March and April, getting together with friends and family to watch upsets unfold and bantering about who made the best predictions in their bracket pool. It’s hard to think of a more exciting time for basketball fans.

We’re excited to announce that Chad Gifford has joined the Aurora Financial Strategies team!

Do you have leftover funds sitting in a 529 plan? If so, you may be able to roll these funds over to a Roth IRA. Let’s dive into how to do this.

Congratulations to Reed Hubbert for passing his exams to become an advisor!

Indiana 529 Plan beneficiaries now have more options than before for the funds in their accounts.

The SECURE 2.0 Act, a recent federal legislation, brings a transformative change for Indiana 529 plan account owners.