Financial Planning

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.

Don't Die Like a Celebrity

Celebrities are not so different from the rest of us. The same estate planning blunders they make are the same ones we see on an every day basis. Here are the top ten lessons to be learned from celebrity estate plans gone bad.

The Fast Track for 2019

What resolutions can you make for 2019 that will help you keep your eyes on the future while still cleaning up the messes you have in the meantime Here are the top five in regards to your financial plan.

Seeking Your Purpose

God put us here with purpose. It is our responsibility to seek it and be it. Find your direction and focus your efforts and courage to make 2019 the best year ever!