top of page
GETTING THE MOST FROM YOUR SMARTPHONE
The Smartphone Advantage It is no secret that we hold the most known information ever discovered in the palm of our hand through the...
Drew Hodgson
Jan 12, 20233 min read
IT’S WORTH IT WHEN OLD HABITS DIE
Is it really worth it? $6.75 That is the price I paid for one medium, flavored, double caf coffee last Friday. At the moment, I justified...
Whitaker Myers
Jan 12, 20233 min read
PLAYING CATCHUP FOR 2022 IRA CONTRIBUTIONS
Happy New Year!! You did it! You survived the gauntlet of Holidays that end each calendar year. With the new year comes new opportunities and new changes - some good and some bad; and with so much on your mind and in the business of life at the end of the year (traveling to friends and family, buying gifts, making meals, playing games and watching college football), it is easy to get caught up in bad habits and forget to finish the year strong. Getting Out of Bad Habits If
Whitaker Myers
Jan 5, 20233 min read
Inflation’s Impact on Your Debt
With 2023 off to a furious start, we will look at three (there are more) key ways interest rates impact your budget.
Nick Allen
Jan 5, 20233 min read
NEW YEAR, NEW YOU, NEW FINANCIAL HABITS
New Year New You With the majority of the holiday festivities now behind us, and the anticipation of the new year upon us, are you trying...
Lindsey Curry
Dec 29, 20223 min read
HOW THE SECURE 2.0 ACT CAN AFFECT YOUR ROTH CONTRIBUTIONS
The SECURE ACT 2.0 and the ROTH IRA As I write this article, one quote from my kid’s favorite Christmas movie comes to mind, “keep the change you filthy animal.” The Secure Act 2.0 is being met with mixed feelings. It is viewed by some as an unexpected lump of coal, and to others as a special Christmas gift. The second edition of the Secure Act is a $1.7 trillion omnibus spending bill - 4,100 pages detailing dubious plans for spending that just don’t make sense to many ordina
Whitaker Myers
Dec 29, 20223 min read
ORGANIZING YOUR FINANCES IN 2023
New Year’s Resolution: 2023 When it comes to fresh starts, there is no better time than the start of a new year. People are hopeful,...
Drew Hodgson
Dec 22, 20223 min read
WHERE TO FOCUS YOUR RETIREMENT PLANNING
Dueling Contributions Beginning Baby step 4 (Funding retirement accounts) can be exciting for anyone who has emerged victoriously from...
Nick Allen
Dec 22, 20223 min read
THE IMPORTANCE OF A YEAREND RECAP
A year (and meeting) in review This past week our team traveled to Franklin, TN. It was a quick trip, but one of those trips that fills...
Lindsey Curry
Dec 15, 20223 min read
STOCKS, BONDS, AND BEYOND FOR INVESTING
Should I consider expanding my investing beyond stocks and bonds? For most time periods, some combination of stocks and bonds has worked...
Matthew Harris
Dec 15, 20225 min read
STARTING A SMALL BUSINESS
With the advent of internet shopping and social media advertising, there has been a boom in small businesses over the last decade. In...
Nick Allen
Dec 8, 20223 min read
HOW RISK TOLERANCE AFFECTS YOUR FUTURE
In investing, risk tolerance is a phrase used to describe how much an individual is willing to see their account fluctuate, due to the...
Drew Hodgson
Dec 8, 20224 min read
ARE YOU BEING TOO CONSERVATIVE WITH YOUR RETIREMENT INVESTMENTS? HOW NOT TAKING ENOUGH RISK CAN AFFE
What You Can Control vs What You Can Not Control You have spent your entire working career accumulating wealth so you could reach this point, retirement. Conventional wisdom might suggest, now that you have reached retirement, you need to be as conservative as possible with your investments in order to preserve them for the rest of your life. But, did you know that being too conservative can create more risk to the longevity of your assets than being more aggressive? Also, wi
Whitaker Myers
Dec 6, 20224 min read
WHAT IS A FINANCIAL COACH, AND WHY DO I NEED ONE?
Financial Coach, who is that? Perhaps a Financial Coach is someone you have never heard of, but someone you never knew that you needed. A...
Lindsey Curry
Dec 1, 20224 min read
SHOULD I BUY OR RENT?
The Decision to Buy or Rent: There comes a time in life when we all move out of our parent’s house – whether it’s leaving for college,...
Nick Allen
Nov 30, 20223 min read
BEAR MARKET STRATEGY: STAY CONSISTENT WITH YOUR 401(K) AND ROTH IRA
When thinking about pain, we know how the brain processes pain can provoke strong emotional reactions such as fear, anxiety, or, in some...
John-Mark Young
Nov 27, 20225 min read
2023 RETIREMENT CONTRIBUTION BEST PRACTICES
The new year brings new goals, resolutions, and even the occasional inflation-adjusted retirement contribution limit. Ah, the things we...
Nick Allen
Nov 25, 20223 min read
3 MISTAKES PEOPLE AGES 22-30 MAKE WHEN IT COMES TO SAVING & INVESTING
Young people have all the time in the world and they’re bulletproof, as a 23-year-old, I would know. Thinking critically about how their...
Drew Hodgson
Nov 24, 20224 min read
HIGH YIELD SAVINGS ACCOUNTS & MONEY MARKETS – FREE MONEY
One thing I’ve been talking about with clients more this year, especially as the year has progressed and interest rates have increased,...
Andrew Young
Nov 23, 20223 min read
SHOULD INVESTING BE BORING?
Investments in the news It’s been tough to turn on any financial news network lately without hearing headlines regarding the saga at FTX...
Jake Buckwalter
Nov 23, 20223 min read
bottom of page