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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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Beyond Investments- Estate Planning
Amanda Howerton, CFP® CDFA®
Understanding primary and contingent beneficiaries is key to protecting your legacy. Learn how proper estate planning helps ensure assets go exactly where you intend.
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Beyond Investments - Social Security
Nathan Woods, CFP® AIF®
Social Security is complex, but the right strategy can boost lifetime income. Learn why being proactive, informed, and well-advised leads to better decisions.
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Beyond Investments - Disability Insurance
Tim Eichhorn
Disability insurance helps protect your income if illness or injury keeps you from working. Learn how short-term and long-term coverage can support your financial plan.
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Beyond Investments - ROTH IRA's
Amanda Howerton, CFP® CDFA®
Roth accounts offer tax-free growth, but new 10-year inheritance rules complicate legacy planning. Learn how to balance tax savings with long-term estate goals.
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Beyond Investments - 529 Savings Plans
Daniel Maupin, CFP®
A 529 plan offers tax-free growth and flexible education benefits. Learn what counts as qualified expenses, recent rule changes, and options if plans shift.
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Beyond Investments - Insurance Coverage Gaps
Chase Kerby, CFP®, AIF®
Regularly reviewing home and auto insurance can uncover coverage gaps and save money. Learn why updating policies is an easy but valuable part of a solid financial plan.
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Beyond Investments - Health Savings Accounts
Jeff Hall, CFP®, CIMA®, CKA®
HSAs offer powerful triple tax benefits, and a one-time IRA-to-HSA transfer can help fund medical costs when cash flow is tight. Learn how a QHFD works.
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How Do You Eat an Elephant?
Jay Slagle, CFP®, AIF®
The Covid-19 pandemic has been a surreal disruption to everyday life all around the globe....
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More Than Names
Tim Eichhorn
This coming Monday morning, a handful of volunteers will take turns reading aloud the names...
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V, W, L, or Swoosh?
Lytle Rather, CFP®, AIF®
Everyone you and I have ever met has been affected by the coronavirus. My childhood...
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5 Questions with Jay Slagle, CFP®, AIF®
Jay Slagle, CFP®, AIF®
Jay was recently promoted to Senior Advisor at RK. He began with the company in...
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My Mom and Money
Chris Kittrell
“A mother is not a person to lean on, but a person to make leaning...
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