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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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Puzzles of Investing
Jeff Hall, CFP®,CIMA®,CKA®
With two young children at home, we have lots of puzzles around our house. We...
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Small Adjustments
Lytle Rather, CFP®,AIF®
The 2013 America’s Cup regatta will go down in history as one of the greatest...
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Investing in Memories
Chris Kittrell
As a wealth management firm, we have the opportunity and privilege to provide investment advice...
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External Influences can Derail Financial Planning
Jeff Hall, CFP®,CIMA®,CKA®
I love being a dad. Our firstborn is currently 21 months old, and if you’re...
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Every Family Needs an Emergency Fund
Chris Kittrell
I never thought my dog would teach me about money. The lesson really wasn’t something...
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Money & Marriage: How Financial Communication Strengthens Relationships
Jeff Hall, CFP®,CIMA®,CKA®
Financial harmony in marriage starts with open communication and emotional engagement. Learn how aligning money priorities strengthens relationships and leads to a more fulfilling future together.
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"Not So Amazing" Carnac
Lytle Rather, CFP®,AIF®
Avoid predictions when planning your financial future. Work with a fiduciary advisor, create a roadmap, and take calculated risks to meet your goals with confidence and peace of mind.
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How a Dynamic Financial Plan Helps You Weather Economic Uncertainty
Tim Eichhorn
In uncertain times, a dynamic financial plan helps you focus on what you can control. Define goals, savings, and risk management to stay on track, regardless of the external chaos.
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The Power of Knowing Your 'Why' in Financial Planning: Achieve Your Goals with Purpose
Chris Kittrell
Understanding your "why" behind earning, saving, and investing is key to financial success. Define your purpose to stay motivated and achieve peace of mind through smart financial decisions.
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How Early Financial Planning Prepares You for Life's Milestones, Like Sending a Child to College
Chris Kittrell
Sending a child off to college is a huge life transition. Learn how early planning and discipline can ensure financial success and help manage life’s big milestones, like college tuition.
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Improving Family Harmony: The Importance of Open Communication About Money
Jeff Hall, CFP®,CIMA®,CKA®
Learn how to improve family harmony through open communication about money, and why it’s essential to share your financial story with loved ones to avoid conflict.
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How Social Security Changes Could Impact Your Retirement: Why Personal Savings Matter
Learn how Social Security’s future uncertainty could impact your retirement planning and why building personal savings and financial knowledge is key to financial security.
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