Most financial “media” pundits like to come out with a New Year’s market outlook during the holidays or first week of January. This year, I intentionally wanted to wait until […]

Unlike your working years while receiving a single paycheck, in retirement you are responsible for ensuring taxes are paid on your income from various sources.  Surprisingly, your cash flow may […]

Life is short…even if you live to 100 years old!  You hear it all the time.  “If only I knew “Joe” was going to pass away so soon, I would […]

The Impact of a Potential Recession From the naked eye, the financial markets look concerning. The S&P 500 is coming off its worst week since the early days of Covid-19 […]

Do you have someone in your life who is graduating this spring? The form and function of graduation gifts can be sticky territory. It’s important to consider not only the […]

Once investors conquer the hurdle of saving versus spending as I discussed in my previous behavioral finance article “Delayed Gratification,” they are then faced with the challenge of overcoming certain […]

Please join Crystal and I in congratulating Aaron on earning his Chartered Financial Consultant® (ChFC®) designation.  This designation is well-suited to accompany his CERTIFIED FINANCIAL PLANNER™ (CFP®).  The ChFC® program […]

As many of our retired clients know, there are a number of pieces to the retirement puzzle. For those of you who have gone through our developed and refined process […]

Did you know the paperwork you complete to name beneficiaries on IRA’s, brokerage accounts, annuities, and life insurance will trump your will or trust wishes?  Surprisingly, many people are unaware […]

In the financial industry, the focus is frequently directed towards technical information – tax rates, stock valuations, price to earnings ratios, alpha, beta, etc. Obviously, these metrics are an integral […]

Cryptocurrencies have been a hot button topic over the past 12-18 months. We are often asked casually if we believe in crypto as a viable portfolio addition or not. Opinions […]

Watch the video below from Aaron Simpson, Owner and President

Effective January 1, 2022, you can keep more money in your tax-deferred retirement accounts!  The Internal Revenue Service has updated its actuarial tables for the first time since 2002.  What […]

A Fixed Index Annuity (FIA) is an insurance contract that has tax-deferred, long-term savings protecting your principal in a down market while providing an opportunity for growth.   To purchase an […]