You’ve Inherited Money, Now What Should You Do? Receiving an inheritance, whether expected or not, can be bittersweet. From a financial perspective, the gifted money or assets could bring about positi
Should You Be Offering Your Employees SARs Instead of Cash Bonuses?
Should You Be Offering Your Employees SARs Instead of Cash Bonuses? In the aftermath of the global pandemic and “The Great Resignation,” many employers are wondering how to retain their employees in a
10 Questions to Ask Your Financial Advisor
10 Questions to Ask Your Financial Advisor While a variety of options can be a great thing, it can also be overwhelming, especially when it comes to your finances. It’s easy to stress and have doubts
Turning a Disability into an Ability with the ABLE Account
By Matt Ward, CFP® Do you, a friend, or a loved one have a disability? Having a disability should never be viewed as a bad thing. In fact, when it comes to tax incentives and savings, having a
How to Determine Your Risk Tolerance and Why It’s Important
How to Determine Your Risk Tolerance and Why It’s Important By Matt Ward, CFP®, CRPC® Planning ahead is crucial when it comes to investing. When investing, you want to ask questions like, what’
Top 3 Financial Challenges After Retirement
Top 3 Financial Challenges After Retirement Retirement is an exciting life milestone that requires years of forward planning. Once you’re retired, however, the financial planning doesn’t stop. In fact
I’m Never Too Busy to Help Someone You Care About
I’m Never Too Busy to Help Someone You Care About Do you ever feel like that circus act where you have to keep a bunch of plates spinning at the top of tall sticks? I get it. Sometimes it can feel lik
How to Make your Charitable Dollars Work Again
How to Make your Charitable Dollars Work Again By Matt Ward, CFP® Are you charitably inclined? The Tax Cuts and Jobs Act of 2017 increased the Standard Deduction for Taxpayers making it much m
What We Do & How We Help
What We Do & How We Help Don’t you wish you could feel unquestionably confident about your finances? You don’t have to look far to find financial advice or tax-minimization strategies that promise
5 Ways to Make Your Money Go Further
5 Ways to Make Your Money Go Further Put together a financial savings plan Refine your spending plan Invest in stocks, ETFs, and other investment vehicles Consolidate debts, pay off credit card