Bitcoin, Ethereum, & Dogecoin - Making Sense of Cryptocurrency
Is cryptocurrency a good investment? The world of cryptocurrency can seem complicated, so let’s...
The Millionaire Next Door: A Gift That Changed My Life
It was the day after my high school graduation party, and I opened many cards wishing me well in...
Why Little Details Matter in Football and in Financial Planning
This is the end of the third quarter. Yes, it is the end of the 3rd calendar quarter, but I am...
Capital Gains
Financial Planner Tyler Conley gives a definition of capital gains and the difference between...
What You Need to Know About Planning for Long-term Care
Long-term care can be an emotional topic. It’s not exactly something you want to talk about with...
Market Update: September 3, 2021
The positive momentum of the stock market continued in August with the S&P 500 Index up another 3%....
What Happens When a Client Dies?
Death…it’s something that no one wants, but everyone experiences, including our clients. The...
Market Update: August 6, 2021
The stock market, as represented by the S&P 500 Index, continued to climb in the month of July and...
Child Tax Credit Advance...A Complicated Issue
If you have children under 18, you may have noticed a deposit from the IRS on July 15. This is the...
From Paused Plans to New Adventures
Let the games begin, hopefully! After being postponed last year, the Summer Olympics return to...
