Blog
10.01.20

4 Ways to Save on Taxes

Jared Defore, CFP®, CPA/PFS

“There are only two things certain in life: death and taxes.” - Benjamin Franklin

Taxes are one of your largest and mo...

08.27.20

Side Effect from COVID: Lower Social Security?

Aaron Williams, CFP®

This year has already given us a series of interesting (and often unfortunate) events so far. So far, we’ve had Aust...

07.30.20

A Young Advisor’s View: Behavior vs. Math

Austin Angel, CFP®

I was mindlessly scrolling through Twitter, which seems to be a common occurrence over the last few months, when this...

07.02.20

The truth about extended warranties

Kyle Thompson, CFP®, CPA

If you have purchased a big-ticket item you have likely been asked the question, “Would you like to purchase an exten...

05.28.20

How we can create our new “normal”

Katie Fischer, CFP®

Over the past few months, most of us have been spending the majority of our time at home, cooking ...

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