What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
Caleb Faulk |
Tuesday, June 14, 2022
Money is a topic that is on everyone's minds all the time. In this post, I outline a couple of things that we hear all our lives that may not be the best advice. Our goal is to try to keep you from making some of these big mistakes.
Read More
Braiden Jolliff |
Friday, December 3, 2021
Qualified Charitable Distributions or QCD's can be a great way to help reduce your taxable income each year. QCD's are also a great way to meet the demands of your Required Minimum Distributions each year. If you did not know, owners...
Read More
Braiden Jolliff |
Monday, November 1, 2021
We have officially entered the holidays season, Thanksgiving is quickly approaching and Christmas is right behind it! Within all that excitement hides a tiny tiny bit of dread, or a lot of dread depending on who you are. That dread is....
Read More
Braiden Jolliff |
Monday, October 11, 2021
Your finances are like a tool box each tool represents a different and important feature that makes sure you can get the job done and build the financial security you have worked so hard for. While hammers and drills may represent the...
Read More
Monday, October 11, 2021
Life insurance is just about the worst thing to bring up in a conversation, but not for most financial advisors! Life insurance is many advisors favorite part of the financial planning process, and why? Because typically it rewards...
Read More