How Fee-Based Advisors work and the benefits to you
What is a Fee-Based Advisor? When looking for the right financial advisor , several questions should be at the top of anyone’s mind ....
top of page
Clay Reynolds
Oct 282 min read
How to manage an Inherited IRA
I’ve inherited an IRA… now what do I do? Inherited IRAs can seem overwhelming when the time comes to inherit one. It seems...
23
Jake Buckwalter
Jun 242 min read
What is a Password Manager?
If you are anything like me, you have probably registered for hundreds, and what feels like maybe even thousands, of accounts online that...
40
Jake Buckwalter
Nov 30, 20233 min read
What successful retirees do
Being in the industry of helping everyday people save and plan for retirement has provided insight into what it takes to be successful...
43
John-Mark Young
Oct 4, 20236 min read
The Benefits of a Sale-Leaseback Arrangement for Elderly Clients and Their Families
By a mile, the most asked question I get is, "am I ready to retire?" Retirement is technically the single largest expense you'll ever...
115
John-Mark Young
Sep 26, 20236 min read
Understanding Net Unrealized Appreciation (NUA) in Retirement Plan Rollovers
The National Bureau of Labor Statistics did a study in August 2021 looking at the number of jobs that people born between 1957 and 1964,...
48
Drew Hodgson
Feb 1, 20232 min read
WHAT ARE STOCKS, ETFS, AND MUTUAL FUNDS?
Defining your investment plan When choosing the best way to invest in the stock market, it is good to look at a few items that make up...
68
Ryan Hoovler
Aug 11, 20223 min read
SIX CHOICES THAT HELP EXPLAIN THE NEED FOR A GOOD ESTATE PLAN
Inevitable Estate Planning Certainties We All Do Not Want To Hear: We all will pass away. We cannot take any assets, money, or belongings...
34
John-Mark Young
Aug 4, 20226 min read
GOODBYE POCO - LESSONS FROM MY SWEET DOG!
Dave Ramsey has a rule at his office. The rule is simple: No gossip! If you’re caught gossiping once, it’s your free warning and pass,...
32
Whitaker Myers
Oct 27, 20212 min read
YOUR GUIDE TO “BENEFICIARIES”
Building wealth can be an important part of financial planning, since it can help you enjoy life and provide for your family. But as the...
38
Whitaker Myers
Sep 27, 20214 min read
FINANCIAL PLAN VS. ESTATE PLAN: WHAT'S THE DIFFERENCE?
A financial plan is, at its core, a look at your current financial health and a map to help you reach your goals. It usually looks at...
36
Whitaker Myers
Aug 26, 20203 min read
WHY HAVING A WILL IS IMPORTANT (AND GETTING ONE MIGHT BE EASIER THAN YOU MAY THINK)
Creating a Will can be really intimidating. It’s one of those things that most people know they should have but it just always sits on...
38
Whitaker Myers
Jan 28, 20202 min read
THE SECURE ACT CHANGES THE WAY PEOPLE INHERIT MONEY
The recently enacted SECURE Act eliminated the ability for a beneficiary to stretch an inheritance over their lifetime, if the...
35
bottom of page