If you are at least age 70 ½, you can make tax-free charitable donations from…
Jaron CarmichaelApril 22, 2020
You may recall when you receive a Meeting Summary Memo (MSM), the phrase "contact us…
Lacee FloydMarch 27, 2018
Tax deferred retirement accounts like IRAs and 401(k) plans are a great way to save…
Jaron CarmichaelNovember 15, 2017
"Wealth" is not the end-goal, but rather a helpful tool in reaching your goals. Our…
Lacee FloydApril 20, 2017
The feedback received from clients participating in our "Financial Vision" process confirms that goal-setting is very…
Tim RowlandSeptember 5, 2016
Wise investing involves an alignment between who you are and the traits you exhibit in…
Corey BirdAugust 5, 2016
A financially successful Saudi Arabia means big changes for the global economy. The nation has…
Tim RowlandJune 10, 2016
Interest rates will remain lower and for longer than most expect. That is the takeaway from…
Tim RowlandApril 26, 2016
An academic study of 36 retirement planning tools, widely available online, concluded “in most cases,…
Tim RowlandMarch 20, 2016