Life Planning

Do You Cut and Paste Your Decisions About Money?

Think of your 3 favorite restaurants. Now imagine the head chef from each made his/her very best dish for you. Sounds splendid, right? Now imagine if you took a big bowl and mixed these three dishes together with a wire whisk. How does that sound? Not so good, right? So why do we do that with our money? We cut and paste every strategy that sounds good and mix it all together. No matter how superb each strategy may be, when you mix the 3 they may not mesh well together at all.

The Retirement Dream

Imagine that you’ve worked 45 years and saved all you can only to hear that taxes are going to crush your retirement goals. Don't worry, there's hope! Learn how you can retire and stay retired successfully.

Elf on the Shelf Money Advice

What are your thoughts on money? Do you work for IT, or do you allow IT to work for you? This week we learn some helpful tidbits from an elf and how we can apply those to our lives.

The Opportunity in the Mirror

No matter who you want to pass the economic crisis buck to, we all should take a closer look in the mirror. We're a nation living beyond our means. Find out more on this week's episode of Life Planning 101.

Are You Where You Want to Be?

No matter your lot in life or the bad advice you have taken in the past, remember one thing: Today is the first day of the rest of your life. Find out more on this week's episode of Life Planning 101.

10 Financial Questions Everyone Over 60 Should Ask

Did you realize that reactive and creative are an anagram? We’ve realized that far too many people fail to ask the “right” questions regarding their unique situations. The result: reactive. We encourage you to spend a little time being creative so you don't have to be reactive. You can begin by asking these 10 questions:

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!

Nothing Changes if Nothing Changes

COVID-19 has given many of us the gift of time. Are you using that time wisely? Are you focusing on the changes that you want to make?

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.

Making the Most of a Full Nest

Every generation has the capability to be just as great or even greater than the generation before them. They just need the tools, encouragement, and a little motivation. We have the tools to help. Our in-house CFA Aaron Kennedy also joins us this week to share a market update.