What is the SECURE Act and How Will it Impact You?
Chase Hayhurst, CFP® Wealth Management Associate Advisor | Ryan Richardson, CFP® Wealth Management Associate Advisor | Thursday, January 30, 2020
There seems to be a new pattern emerging, another year and another tax overhaul. On December 20, 2019 President Donald Trump signed into law the Setting Every Community Up for Retirement Enhancement Act, better known as the SECURE Act, as part of the government’s new spending bill which will inevitably affect most retirement savers for […]
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A Presidential Look at U.S. Taxes
Brent Armstrong, CFP®, Wealth Management Advisor, Partner | Aubrey Brown, CFP® Wealth Management Associate Advisor | Thursday, November 14, 2019
“…In this world nothing can be said to be certain, except death and taxes.” -Benjamin Franklin 1789 What Benjamin Franklin said so many years ago still stands true today. There is no escaping death and taxes. While the individual tax filing extension date just passed on October 15th and as we gear up for our […]
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Yours, Mine and Ours: How to Navigate Finances with your Partner
Brooke Boone, CFP®, Wealth Management Advisor | Kelli Ruby, CFP®, Wealth Management Advisor, Partner | Thursday, September 19, 2019
According to a 2018 study conducted by Personal Capital, the top two stressors in relationships were: 1) Money at 54% and 2) Communication at 26%. Money was at the top of the list across Millennial, Gen Xers, and the Boomer generations. With these stats, we have created a “How to Navigate Finances as Yours, Mine, […]
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Investing in Sustainability While Sustaining Your Wallet
Cole Hansen, CFA, Wealth Management Advisor | Sally Eisenberg, Operations Associate | Thursday, August 8, 2019
There’s a common thought in investing – put your money to work in companies that produce the products you use or in management that you believe in. Well, why not align your investments with your principles? Recently, we’ve seen massive inflows to a theme known as Socially Responsible Investing (SRI). There are two ways to […]
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Longevity – Transitioning with Continued Impact
Kelli Ruby, CFP®, Wealth Management Advisor, Partner | Carolyn P. Taylor, President, Founding Partner | Friday, June 7, 2019
Modern medicine and healthier lifestyles have extended the life expectancy curve over the past 50 years, with the current life expectancy rates in the US just shy of 80 years old. Life expectancy has increased about 3 months per year for some time, with women outliving men and at the upper end of the curve. […]
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