by Brian Cochran, Financial Planner | CFP® | CKA® | Mar 28, 2019 | Uncategorized
There’s a lot of chatter in the air about taxes as we approach April 15th. It seems that every day I see headlines with another radical tax proposal or comment about the “fairness” of different approaches to funding our government and social systems. Rather than dive...
by Brian Cochran, Financial Planner | CFP® | CKA® | Mar 4, 2019 | Uncategorized
The future is always uncertain, no matter how much we agree on what may come next. A recent example of this is the Duke and North Carolina basketball game on February 20th. This much-anticipated event drew significant attention. Tickets were selling at prices similar...
by Brian Cochran, Financial Planner | CFP® | CKA® | Feb 25, 2019 | Uncategorized
As if tax refunds weren’t already a misunderstood area of personal finance, politicians and media outlets are adding unnecessary anger and confusion to them. Tax refunds are really quite simple. If you overpay funds to your state or the US Treasury, you are entitled...
by Brian Cochran, Financial Planner | CFP® | CKA® | Jan 28, 2019 | Uncategorized
At JMA we teach Six Keys to Financial Success: ‐Spend less than you make ‐Be prudent about debt ‐Build liquidity ‐Set long‐term goals ‐Act like a manager, not an owner ‐Give Generously These timeless principles not only help you meet long‐term goals, but also prepare...
by Brian Cochran, Financial Planner | CFP® | CKA® | Dec 26, 2018 | Uncategorized
When the market is volatile, the temptation to sell stocks is strong, but it rarely benefits investors. According to Bank of America/Merrill Lynch, investors pulled $39 billion out of stock funds and over $8 billion from bond funds in the week ending Dec. 12, 2018....
