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Videos

Videos

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How should I approach estate taxes?
How should I approach estate taxes?
For What It's Worth
Jeff Hall CFP®, CIMA®, CKA® | 0:44
Discussing your wealth transfer plans with your beneficiaries
Discussing your wealth transfer plans with your beneficiaries
For What It's Worth
Jeff Hall CFP®, CIMA®, CKA® | 0:57
Talk to your kids when planning your wealth transfer
Talk to your kids when planning your wealth transfer
For What It's Worth
Jeff Hall CFP®, CIMA®, CKA® | 0:43
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Articles

Articles

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I Don't Feel Very Good
Hannah Whatley, CFP®, AIF®
I was recently reminded that my young self loved games and loved winning. So much so that whenever it became...
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"Magic" Numbers
New research has found a new “magic” retirement savings number. We say “magic” because if you put 10 people in...
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March Madness
Monica Ivins, CFP®
As I lead Rather & Kittrell’s employee March Madness Bracket Challenge going into the Sweet Sixteen, I can’t help but...
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Confirmation Bias & Headlines
Your Rather & Kittrell Team
Quick question: which behavioral bias do you think is the most dangerous? Is it our tendency to follow the herd and...
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