Financial Planning

Retirement - Are We All on the Same Page?

Everyone wants to get rid of the complexity and stress in their life so that they can have the freedom to focus on the things in life that are most important to them. The recipe for “Living Retirement on Purpose” is no different. It begins with communication between you and your spouse. Talk about your future and goals. What direction do you want to be headed?

When Do I Take Social Security?

Don’t take Social Security on a whim or an assumption. Make sure you know your facts for the sake of your pocketbook, your tax return and your family.

Real Financial Planning

Planning is not always about the answers or even the right answers. It is about knowing the right questions to ask and addressing those.

Is it Possible to Never Pay Taxes Again?

There are seasons for everything in life. You can either let them pass you by or you can thrive in them. Now is the season for planning.

Attention Business Owners

3 planning strategies utilized to potentially help business owners protect assets, plan for their futures, and take care of their families.

Protecting Your Assets from Medicaid

Attorney Clinton Nix joins us this week on our show to discuss Medicaid and estate planning.

The Secret to Financial Success

Think about this—when do you go see a doctor? That’s right - when something is wrong. The same is true for when people go see their financial specialist – when the pain is bad enough. Why do we do this to ourselves?

Behavioral Finance

Charlie Mahar with Tealwood Asset Management joins us this week for our show to discuss Behavioral Finance.

Family-Centric Estate Planning

Our Legacy Planning Process helps families create a multi-generational vision that not only focuses on your legacy, but on the family’s legacy, which is built upon the foundation you set today.

Tax Reform Memoirs

A little known fact is that most of the recent tax reform has an expiration date in the near future, and there was very little effort to fight the ability for lawmakers to create claw backs. This means the statute of limitations law is critical and the clock is ticking.

How Do You Look At Your Money?

Do you look at your money for what it is or do you look at it for what it is for? Plan for what your money is for. Know holistically what your money needs to be doing, plan for it, and stay disciplined.

Are CDs Making a Comeback?

Don’t let your emotions manage your money. Remember to buy fear and sell greed as Warren Buffet says. Jumping out of volatility and into a “safe” CD right now is quite the opposite. Even if you can’t sleep at night and can’t stand the volatility of the market, you have options that can fight inflation.