InsightsDelivering Insights & Expertise
Long-Term Care Planning: Protecting Your Retirement, Your Assets & Your Family
7/20/2026 - By Christina Doss, AAMS
While these are critical components of a successful financial plan, one of the largest financial risks retirees face is often overlooked: the potential need for long-term care.
A Quarter of Reversal: Markets & the Economy in the Second Quarter of 2026
7/16/2026 - By Michael Hall
Explore Saltmarsh Financial Advisors' Q2 2026 market commentary covering AI-driven markets, inflation, Federal Reserve policy, and investment outlook.
Closing Time: What Contractors Need to Know About Month- and Year-End Close
7/15/2026 - By Suzanne Bach, CPA, Stacie Gaffrey, CPA & Jen Hogan, CPA
Construction accounting runs quietly in the background — until it doesn't. A bonding company calls for reviewed financials. A bank won't extend your credit line. A deal needs to close fast and your books aren't ready. Our team at Saltmarsh sees it regularly, and almost all of it is preventable.
Saltmarsh Financial Advisors Earns World-Class Client SatisfactionClient feedback resulted in a Net Promoter Score of 91.9%, highlighting excellence in service and care.
7/9/2026 - By Nancy Patton
Saltmarsh Financial Advisors, the wealth management affiliate of Saltmarsh Advisors & Accountants, is proudly recognized by clients for delivering exceptional client service, earning a world-class Net Promoter® Score of 91.9%. Based entirely on client feedback, the score reflects the team’s commitment to building lasting relationships grounded in expertise, responsiveness, and personalized care.
When Wealth Means More: The Keys to Establishing a Lasting Legacy
7/7/2026 - By Pierce Broscious
For many successful individuals, there is a special moment sometimes after the sale of a business, a real estate transaction, or another liquidity event, when wealth starts to feel different.
Past Posts
- Long-Term Care Planning: Protecting Your Retirement, Your Assets & Your Family
- A Quarter of Reversal: Markets & the Economy in the Second Quarter of 2026
- Closing Time: What Contractors Need to Know About Month- and Year-End Close
- Saltmarsh Financial Advisors Earns World-Class Client Satisfaction
- When Wealth Means More: The Keys to Establishing a Lasting Legacy
- Family Office Tax Planning
- BankTalk 2026: Who Is It For & What Can You Expect?
- Funding Liquidity Without Triggering Capital Gains
- Expert Tips to Maximize Your Construction Job Schedule for Profitability
- ODFI Responsibilities in ACH Originator Onboarding: Compliance, Risk, & Security
- Saltmarsh Financial Advisors Hosts Client Appreciation Night at the Ballpark in Pensacola
- Could You Be Owed a Refund for IRS Penalties or Interest During Covid?
- Saltmarsh Receives National Recognition for Integrated Branding Program
- Summer Outreach Heats Up
- Saltmarsh Hosts Accounting & Finance Students
- IRS Notice CP53E: What Is It & What to Do If You Receive One
- Beyond the Hype: What the Coming Mega-IPOs Mean for Your Portfolio
- Saltmarsh CEO Lee Bell Named to Forbes Best-In-State CPAs List
- Introducing Our New Podcast: Integrated Wealth Perspectives
- Outsourced Accounting for Nonprofits
- Manufacturing Cash Flow Forecasting Services for Volatile Markets
- Church Accounting Services for Donor Tracking & Financial Transparency
- Real Estate Accounting Services for Cash Flow Visibility and Portfolio Performance
- Maximizing Your Home Office Deduction
- What CEOs and CFOs Need to Know About Outsourced Accounting Costs
- View All Articles
