Most New Year’s resolutions fail. Here’s how to ensure your financial plan doesn’t!

Drew Feutz, CFP®

I’m a self-confessed fitness nerd. This makes me the guy you love to hate in the first week of January. You’ll hate me even more come February 1.  ...


The Trump Tax Plan isn’t the only thing changing in 2018! Now is the time to take control of Social Security and Medicare

Aaron Williams, CFP®

The new tax plan has been the talk of the town for months, and it’s no wonder. The plan is changing how much of our hard-earned income many of us w...


Should you accelerate your SALT and Property Tax deductions before year-end?

Kyle Thompson, CFP®, CPA


President Trump has been resolute in making the tax reform bill the hallmark of his first year in office.  The...


Mid-Quarter Commentary: Q4 2017

Kyle Thompson, CFP®, CPA


As I sat down to write this mid-quarter commentary, I asked myself, “Do you, the client, really ...


When cooking up holiday treats or your financial future, smart planning is key

Aaron Williams, CFP®

I’m not the main cook in our house (I give my wife full credit for putting amazing meals on the table every day!), but I do love to eat—and cook. O...

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