What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
Barclay Callender, CPWA®, CPFA |
Monday, March 4, 2024
The time following Valentine's Day has always served as a reminder that Spring is on the way. The days are getting longer, the birds and the bees are doing their thing, and people everywhere are thinking about future travel and...
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Barclay Callender, CPWA®, CPFA |
Monday, February 5, 2024
As Valentine's Day approaches and Spring draws ever nearer, I thought it might be fun to look at the financial side of February 14. Shockingly, the day many consider the most romantic is also a sweet boost to our nation's economy.
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Alisa Foster |
Tuesday, January 2, 2024
When reflecting on our goals, they often span all facets of life, but financial goals often rank among the top New Year's goals.
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Megan Wilsey CFP®, CPA |
Monday, December 4, 2023
On December 29, 2022, the SECURE Act 2.0 (SECURE 2.0) was signed into legislation. Many provisions included in the bill will be phased into effect over the next several years. Here are some of the notable provisions for individuals...
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Amber Kodad, MBA, CFP® |
Friday, November 3, 2023
Estate planning may be one of the last things that anyone wants to think about. Not only is it difficult to contemplate our mortality, but human beings may also have a natural tendency to procrastinate. The importance of proper estate...
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