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The Benefits of a Sale-Leaseback Arrangement for Elderly Clients and Their Families
By a mile, the most asked question I get is, "am I ready to retire?" Retirement is technically the single largest expense you'll ever...

John-Mark Young
Oct 4, 20236 min read


Understanding Net Unrealized Appreciation (NUA) in Retirement Plan Rollovers
The National Bureau of Labor Statistics did a study in August 2021 looking at the number of jobs that people born between 1957 and 1964,...

John-Mark Young
Sep 26, 20236 min read


WHAT ARE STOCKS, ETFS, AND MUTUAL FUNDS?
Defining your investment plan When choosing the best way to invest in the stock market, it is good to look at a few items that make up...

Drew Hodgson
Feb 1, 20232 min read


SIX CHOICES THAT HELP EXPLAIN THE NEED FOR A GOOD ESTATE PLAN
Inevitable Estate Planning Certainties We All Do Not Want To Hear: We all will pass away. We cannot take any assets, money, or belongings with us beyond the grave. Death most likely will come at a time we least expect. Someone else will get to enjoy most of our savings and remaining things. The One Thing We Can Control: We can decide (through a good estate plan) the people who can benefit from our savings and remaining things. How we can control this? I have listed out the si

Whitaker Myers
Aug 12, 20223 min read


GOODBYE POCO - LESSONS FROM MY SWEET DOG!
Dave Ramsey has a rule at his office. The rule is simple: No gossip! If you’re caught gossiping once, it’s your free warning and pass,...

John-Mark Young
Aug 5, 20226 min read


YOUR GUIDE TO “BENEFICIARIES”
Building wealth can be an important part of financial planning, since it can help you enjoy life and provide for your family. But as the...

Whitaker Myers
Oct 28, 20212 min read


FINANCIAL PLAN VS. ESTATE PLAN: WHAT'S THE DIFFERENCE?
A financial plan is, at its core, a look at your current financial health and a map to help you reach your goals. It usually looks at...

Whitaker Myers
Sep 28, 20214 min read


WHY HAVING A WILL IS IMPORTANT (AND GETTING ONE MIGHT BE EASIER THAN YOU MAY THINK)
Creating a Will can be really intimidating. It’s one of those things that most people know they should have but it just always sits on...

Whitaker Myers
Aug 27, 20203 min read


THE SECURE ACT CHANGES THE WAY PEOPLE INHERIT MONEY
The recently enacted SECURE Act eliminated the ability for a beneficiary to stretch an inheritance over their lifetime, if the...

Whitaker Myers
Jan 28, 20202 min read
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