Blog
Introducing Our Newest Team Member: Max Valenta, Vice President of Business Development
We’re thrilled to share the news that the Valenta family is growing: Max, Colby’s brother, is joining the firm as the Vice President of Business Development.
Read MoreMeet Adam Wright, 401(k) Retirement Plan Consultant
Many of you may already know Adam, who joined Valenta as a 401(k) Retirement Plan Consultant in January 2026. In his first six months, he’s already made a significant impact on our team, coordinating with 401(k) plan sponsors to help...
Read MoreMeet Ashley Heineman, Associate Director, Central Operations at Concurrent Investment Advisors
As a family-run firm, we partnered with Concurrent Investment Advisors, an industry-leading national platform that supports advisors and retirement plans nationwide with technology and investment resources. As a Concurrent-backed firm,...
Read MoreWhen Should I Start Taking Social Security: 5 Factors to Consider
Social Security decisions are often framed as a single question: “When should I start drawing benefits?” That question matters, but it can also be limiting. The better question is: how does Social Security fit into my overall retirement...
Read MoreTeaching Teens and Young Adults Financial Literacy Through Real-Life Decision Making
If you are a parent of a teen or young adult, how do you teach them to make confident money decisions before the stakes are high? Teaching teens and young adults about money is less about formal instruction and more about repeated...
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Helping Adult Children Buy a Home: How to Gift a Down Payment The Smart Way
Key Takeaways. Here are some questions this blog aims to answer: How can parents or grandparents help with a down payment for adult children? What are ways to gift a down payment, and how do the annual gift tax exclusion and lifetime...
Read MoreThree Numbers Every Woman Should Know
Key Takeaways: How much wealth are women on track to control in the next decade, and why does that matter? What does the life expectancy gap between women and men mean for how long money needs to last? How common is it for women to be...
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