Financial Planning

How Financially Well Are You?

It doesn’t matter if you are just starting out in life, have a family and established career, or nearing/in retirement; the foundation of financial wellness is the same. The key to improvement is also the same. The key is your commitment to make progress, and progress can only start one way—telling yourself the truth. This little assessment is a great way to do just that. Just follow these instructions and create your financial wellness wheel to see where you need to place your focus.

The Top 5 Retirement Books

Too many people enter retirement unprepared. Don’t let that be you. Here are the top five must reads to help you start practicing your retirement.

Understanding Medicare

It is not an easy feat to understand all the aspects of Medicare, much less choosing the plan that is right for you. We're here to help you understand the system so that the task is not so daunting.

How Do You Reach Your Money Goals?

I think a lot of us have asked this question at one time or another. Well, today we have seven ideas that could possibly help you reach those goals.

Should I Prepare My Own Taxes?

If you have never consulted with a tax professional, this might be a good year to do so. Find out more on this week's episode of Life Planning 101 with Angela Robinson.

Is Your Investment Portfolio Tax Smart?

Is your investment portfolio tax smart? This may seem like peanuts, but over the years a tax-inefficient investment plan can make or break someone’s retirement. Our in-house CFA Aaron Kennedy joins us this week on our show.

Death - It Happens...Is Your Family Ready for Yours?

Did you know twenty percent of men die before retirement age? Is your family ready if you were killed today? Would they be taken care of the way you would want?

Are You a Member of the Responsibility Club?

This sometimes overwhelming sense of duty to both our children and our parents may cause us to lose sight of the responsibility we owe to ourselves.

Turning Crumbs into Cake for Your Financial Planning

Here are some creative planning ideas that leave yourself asking, “How do you do that?”

The Secret Sauce to Investing

When it comes to investing, everyone is looking for the secret sauce. But what is the secret sauce? Our in-house CFA, Aaron Kennedy joins us this week on our show to let us know what the secret sauce is, and what you can do about it today!

Common Questions About 199A

CPA Cory Kohutek joins us this week on our show to answer some important questions about Tax Reform. You don't want to miss this!

Is Retirement Really About a Dollar Amount?

The word “Legacy” is often used to refer to the wealth you leave behind. However, a “Legacy” goes far beyond a dollar amount.