Financial Planning

Ranch Entities

Are you a farmer, rancher, or business owner? Then you don't want to miss this week's episode of Life Planning 101. The Working Ranch Radio Show interviewed us recently and a listener asked a question: What type of legal ownershipshould you have for your ranch and property?

Finding the Perfect Investment

Our in-house CFA Aaron Kennedy and CFP Matt Ervin join us this week on our show to share a market update and possibly the perfect investment...you don't want to miss this!

Legal Documents Aren't Just for Dying

Once you reach 18 years old, you need to obtain the basic legal documents. It's astonishing how many families we meet without a single legal document.

Downsizing for Retirement

Successful retirees are the ones who retire and stay retired because they had a plan. Not just a plan for their dollars - a plan for their life. Find out more on this week's episode of Life Planning 101.

My Farm & Ranch - Transitioning and Retirement Planning

Are you a farmer, rancher, or even a business owner? Have you thought about how you're going to transition into retirement? Don't miss this week's episode! If you haven’t thought about your own legacy, here are some important things to consider. We call it the “Who, What, When, How, Sam and Plan Approach.”

Is Your Life Insurance Another Victim of This Pandemic?

Is your life insurance another victim of this pandemic? Imagine buying a permanent life insurance policy only to find out that it's not so permanent and learn that you will most likely outlive the policy.

Tax Deadlines & Other Money Matters

Here are some common Q&A about the updated tax deadline and other money matters. If you have any questions, give us a call – we’re here to help.

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.

COVID 19 Q&A

We were honored to have CPA Brian T. Kofford join us as our special guest this week on our Life Planning 101 podcast to discuss some common Q&A of the COVID-19 environment.

Coronavirus, Children & Charities

Interestingly enough, COVID-19 has opened up some doors to help protect both your children and the charities that are near and dear to your heart.

COVID-19: The Personal Finance Test of a Lifetime

Perhaps you'll be able to weather through this pandemic financially, but chances are someone close to you will not. Be sure to pass this info along. Here are 3 things you can do financially in the midst of the chaos.

The CARES Act and Other Relief Programs

There's a lot packed into the 3 phases of the Relief Act that was signed into law. Some will apply to you and some will not. We’re here to help.