Financial Planning

Your IRA: The Good, The Bad, The Ugly

In many cases we are finding Tax Reform has created a perfect storm for some serious tax planning. Unwiring this tax bomb can be very complex, but it can be done. Don’t wait for the bomb to explode—there won’t be a way to turn back. Let us help you today.

5 Things to Consider Before Moving in Retirement

Moving in retirement -or even right before you retire - can bring its own set of surprises… and some may not be so pleasant. Here are five things you may want to consider before moving in retirement.

How Much Should I Leave My Kids?

One of the most valuable things we can pass on to our children is our wisdom. Make a plan for them so they too can live LIFE on purpose!

Is Organization Hurting Your Financial Future?

We take a look at behavioral finance on this week's episode. Let us help you visualize your entire financial layout and develop the best course for your financial future.

How to Use the Better Business Bureau

John Riggins, president of the Abilene Better Business Bureau joins us this week on our show. You don't want to miss this!

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?