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What's Important to You About Money?
Chris Kittrell
Before you read any further, pause for a moment, step away from the noise, and ask yourself one simple question:...
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Why Uncertainty Shouldn’t Stop You From Pursuing Your Dreams
Chris Kittrell
There will always be uncertainty. Here’s why waiting for the “perfect time” may cost more than you think—and how to move forward with confidence toward your goals.
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Healthspan vs. Lifespan: Why Financial Planning Is About More Than Living Longer
Amanda Howerton, CFP® CDFA®
Your healthspan—how long you feel mentally, physically, and spiritually well—matters just as much as your lifespan. Here’s how planning around four key pillars can help.
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What Today’s Actions Say About Tomorrow: A Legacy Worth Building
Tim Eichhorn
A story of two young boys who grew into men of character reminds us: the little things we do today shape the future—for our families, careers, and communities.
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5 Tax Tips to Consider Before the April Deadline
Sam Paganelli, CFA® CFP®
Make the most of your tax situation before April 2023. Learn key tips like IRA contributions, pre-tax options, Roth strategies, and charitable donations.
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How a Rules-Based Trading Strategy Supports Long-Term Wealth
Nathan Smith
RK’s disciplined trading system keeps portfolios on track by buying low, selling high, and removing emotion from decisions. Here’s how that plays out over time.
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What's next for the economy?
Chris Kittrell
Simple question: How’s the economy doing? Answer: It’s complicated. After the Federal Reserve hiked interest...
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529 Rollovers (coming soon)
Chris Kittrell
529 accounts are getting a lot more powerful with the recent SECURE Act 2.0 legislation...
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What makes you happy?
Chris Kittrell
There’s a lot we could be talking about right now. Markets. Earnings. Inflation. Debt ceilings....
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SECURE Act 2.0 (2023 changes)
Chris Kittrell
Happy New Year! I hope you had a fantastic end to your 2022 and are...
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The Power of Giving: Teaching Generosity and Smart Charitable Strategies
Hannah Whatley, CFP®, AIF®
Discover the power of giving! Learn how to teach generosity, maximize tax benefits with DAFs & QCDs, and create a lasting charitable impact. Start planning your giving strategy today!
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Tax Planning
Staff
Effective tax strategies like tax diversification, Roth conversions, and charitable giving help maximize wealth while minimizing lifetime taxes. Let’s plan for tax-efficient wealth together.
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How do I use Cash Flow Planning in Retirement?
Staff
When retiring, where to pull money from depends on your tax situation. Use low-income years strategically to reduce future tax burden and avoid unnecessary capital gains taxes.
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