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Bear Markets Just Keep Happening

Blog

Bear Markets Just Keep Happening

If you’re a regular follower of the media, you’ve probably read that the stock market has either just crashed or is about to crash.  The media has decided that these are the only two states of reality when it comes to reporting on the stock market. 

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4 Ways To Improve Your Estate Plan

News

4 Ways To Improve Your Estate Plan

Most people want to plan for a good life and a good retirement, so why not plan for a good end of life, too? Let’s look at four ways you can refine your estate plan, protect your assets and create a level of control and certainty for your loved ones.

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Purging and Decluttering

Blog

Purging and Decluttering

Now is the time of year to change from Summer clothing to Winter clothing.  Put away lawn and patio furniture.  Secure the barbecue grill for the winter.  Begin to purchase lawn bags to rake up all the leaves that are now falling from trees.

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Small Business Owners

Infographics

Small Business Owners

199A Deduction – Big Change for Small Business Owners Two-hundred-forty-seven pages later, we have one large IRS document and a whole lot of questions. For small business owners, 199A deductions are complex. Do you fall into the 95 percent of small business owners covered? When do 199A deductions expire? What are the income ranges? Learn more about 199A deductions and how you might be affected in our infographic.

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The end of the world is coming, Unless it isn’t.

Blog

The end of the world is coming, Unless it isn’t.

Every single one of the items listed above is a legitimate headline I have read somewhere over the past year. Sadly, I could have made one up and shoved it in there and you probably wouldn’t have known the difference.

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Why I chose fee only, and you should too.

Blog

Why I chose fee only, and you should too.

Published by: Harrison Wolfe, Associate Advisor I started in the financial planning industry in January of 2015 during my last semester of college.

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Free Guides

From Tax Efficiency to Retirement: Financial Planning for Small Business Owners

Financial planning for a small business gets more complicated every day. Business owners must navigate tax efficiency (and life under the new Tax Cuts and Jobs Act), retirement preparations for yourself and your employees, and succession planning. Get your financial plan in place today and prepare for what tomorrow brings with our guide to financial planning for small business owners.

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4 Healthy Habits That Can Help Both In and Out of the Office

Blog

4 Healthy Habits That Can Help Both In and Out of the Office

Published by: Tyler Henderson, Senior Advisor My hope in writing this is to help provide some healthy habits that will not only help the mental and physical state of one’s personal life but are highly coordinated to the efficiency in your professional life.

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Six Priceless Educational Resources For Managing Your Finances

News

Six Priceless Educational Resources For Managing Your Finances

In the recent past, many professionals have resorted to setting their retirement fund on autopilot, expecting it to deliver the returns they may need after they bow out of their careers. However, it has become quite evident that the “set it and forget it” mentality of investing is not only detrimental to the potential of the investment but can lead to fewer returns than expected.

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3 Money-Smart Strategies for 529 College Savings Plans

Monthly Newsletters

3 Money-Smart Strategies for 529 College Savings Plans

Between squeaky new shoes, fresh pencils, packs of index cards, trendy new backpacks and other learning supplies, back-to-school shopping in the U.S. is expected to exceed $27 billion this year – about $510 per household. That’s a lot of Trapper Keepers.

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