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We're in bear country. What now?
Chris Kittrell
I’m dropping you a quick note to talk about what’s going on with the markets. Well, it happened. Stocks slid...
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Live Your Life Anyway
Chris Kittrell
How are you? Anything big or exciting coming up that you’d like to share? I...
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Healthspan
Amanda Howerton, CFP® CDFA®
Have you ever heard the term “healthspan”? Have you heard the term healthspan in contrast...
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Today and tomorrow
Tim Eichhorn
There is no way in 2003, I could have imagined what 2023 would hold. Not...
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“Taxes? I'll show you taxes!”
Sam Paganelli
I was raised by two CPAs. It is probably not a surprise that taxes would...
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Real life rebalancing
Nathan Smith
The end of 2022 marked my seventh full year of trading for wealth management client...
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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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Charitable giving
Hannah Whatley, CFP®, AIF®
I have a vivid memory of my grandparents handing me a few quarters for tithing...
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Tax Planning
Thomas Cook
Taxes are central to financial planning. Nearly all planning concepts have tax considerations whether it’s...
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Sunny Days
Daniel Maupin
With a cold, wet, gray December upon us, the warmth of the sun on a...
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