Financial Planning

A 6 Figure Impact on Your Credit

Your credit score is your financial reputation. It's a three-digit number that has a six-figure impact on your life. Fortunately, rebuilding your credit score is a lot easier than you think. Credit expert Philip Tirone has developed a step-by-step program to help you rebuild your credit score drastically.7 Steps to a 720 Credit Score exposes the rules of the credit game, giving consumers all the information they need to know to increase their credit scores and save thousands of dollars over the course of their life.

What Are Your Calluses Worth?

You’ve worked hard to build a legacy and be successful. Will your family remain successful after you’re gone? 90% of businesses fail by the third generation. The calluses are long gone and there is no foundation for these businesses to fall back on.

How Much Can I Afford?

How much ___ can I afford? I fear that the majority of us don’t really have an answer to this question before we pull the trigger on a major purchase.

Why to Stay Invested

Our in-house CFA Aaron Kennedy and Matt Ervin join us this week on our Life Planning 101 podcast to talk about the market and why you should stay invested right now. You don't want to miss this!

Saving for Your Grandchildren

What do you really want to help your grandchildren accomplish? Which is more important to leave behind to your grandchildren? Values or Money?

How Do You Plan Right Now?

The world has changed a lot. And is continuing to change a lot. And there is more change coming. The bottom line is that you have a lot you can plan for now, but you may not have as much to plan for if you wait!

Financial Literacy - Where Do We Start?

You don’t necessarily need to enroll in a big fancy course. Much of financial literacy stems from an understanding of the basics. Here are 10 questions you need to ask yourself today!

10 Questions You Need to Be Asking Your Financial Advisor

Complexity can lead to confusion. Confusion can lead to inaction. Inaction can lead to lost dollars. Don’t let complexity cost you. Use these ten questions to help you find an individual you can trust to guide you in turning complexity into opportunity.

Did You Miss This in Your Retirement Plan?

Have you ever considered your marital status during retirement – and its financial and social impact that it may have on you?

Too Much Information

As of January 2021 there are over 1.83 billion websites on the internet. There is no doubt that the instant availability of information has been life changing. However - if we aren’t careful - it could be our demise.

How to Lower Your Tax Bracket in Retirement

We were honored to have our friend Jim Farmer, Managing Partner of Financial Strategies Group, LLP join us this week as our special guest. We discuss Jim's two part article that he had published in Forbes explaining strategies you can use to possibly lower your tax bracket in retirement.

Has Investment Risk Changed?

A lot has changed, but the risk and reward relationship has not.  Our CFA Aaron Kennedy said it best when he said "You deserve the return you get." This week learn about the Risk Pyramid and learn about 3 things you could be doing now with your investments.