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Blog

Eric Bilitz | Jan 13, 2026

Financial Advisor Fee Comparison: How to Choose

Get clear on financial advisor fee comparison, common pricing models, and key questions to ask so you can choose the right advisor for your needs.
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Eric Bilitz | Jan 6, 2026

A Guide to Succession Planning for a Family Business

Succession planning family business made simple—learn practical steps to secure your legacy, prepare successors, and keep your business thriving for generations
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Eric Bilitz | Jan 5, 2026

Cheapest 401k for Small Business: A Guide to Fees

Find the cheapest 401k for small business by comparing fees, investment options, and features. Learn how to choose a cost-effective retirement plan.
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Eric Bilitz | Jan 2, 2026

8 Best 401k Plans for Small Business Compared

Find the best 401k plans for small business with this clear comparison of top providers, features, and fees to help you choose the right fit for your team.
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Eric Bilitz | Jan 2, 2026

Common Retirement Regrets—And Proactive Moves to Consider

Retirement
Finance
Savings
Risk Management
Insurance
Health
Family
Estate Planning

Many people don’t regret being retired. They regret how they got there.1

“I wish I had saved earlier.”

“I didn’t think long-term care would matter.”

“I should’ve

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Eric Bilitz | Jan 1, 2026

The Essential Guide to Small Business Succession Planning

Get practical steps for small business succession planning. Learn how to protect your company, choose a successor, and secure your business’s future.
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Eric Bilitz | Dec 31, 2025

Real Succession Planning Examples to Guide Your Plan

See real succession planning examples and learn practical steps to create a strong, future-ready plan for your business or organization.
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Eric Bilitz | Dec 19, 2025

What 2025 Taught Us About Staying the Course

Investments
Finance
Risk Management
Retirement

Some years pass quietly. 2025 wasn't one of them.

Between market swings, geopolitical shocks, and a news cycle that never seemed to pause, this year tested

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Eric Bilitz | Dec 5, 2025

How to Talk to Your Aging Parents About Estate Planning (Without Making It Tense)

Estate Planning
Family
Health
Disability
Insurance
Risk Management

These conversations aren’t easy.

Bringing up long-term care or estate planning with aging parents can feel like stepping on a landmine—awkward, emotional, maybe

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Eric Bilitz | Nov 21, 2025

One Economy, Two Realities: Understanding Today's Economic Divide

Finance
Investments
Savings
Credit
Risk Management
Retirement

It’s possible for one economy to tell two different stories. One of growth, opportunity, and abundance. Another of constraint, anxiety, and scarcity.

This isn't

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Eric Bilitz | Nov 7, 2025

5 Critical Questions HNWIs Should Ask to Address Major Financial Concerns

Investments
Retirement
Tax Planning

What do you do when faced with a complex financial challenge?

Do you seek an immediate solution, or do you take the time to fully understand the issue before

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Eric Bilitz | Nov 1, 2025

What Recent Inflation Signals Mean for Financial Planning

Finance
Savings
Investments
Retirement
Tax Planning
Credit
Risk Management

Inflation has been the boogeyman of the economy for months.

Sticky prices. Rising gas costs. A looming rate hike.

The latest report provided useful data for

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E | team@endeavorfg.com

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Indianapolis, IN 46240

Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates. Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB. Clearing agent: Fidelity Clearing & Custody Solutions Advisory Services offered through Vanderbilt Advisory Services & Consolidated Portfolio Review. Clearing agents: Fidelity Clearing & Custody Solutions, Charles Schwab & TD Ameritrade Insurance Services offered through Vanderbilt Insurance and other agencies Supervising Office: 125 Froehlich Farm Blvd, Woodbury, NY 11797 • 631-845-5100. For additional information on services, disclosures, fees, and conflicts of interest, please visit www.vanderbiltfg.com/disclosures.

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