Financial Planning

The title “financial advisor” is under scrutiny. It’s a confusing blanket term that does little to explain the intricacies of the industry, and regulators are trying to help consumers differentiate between the various business models and standards in financial services. Here are a few titles and a brief explanation of what they do, to help…

Written By Brian Cochran, CFP®, Certified Kingdom Advisor® Financial Planner John Moore and I were in Washington,  D.C. this week attending meetings with one of our favorite professional associations, Kingdom Advisors. One of the highlights was a legislative update with members of the executive branch staff. The timing was remarkable, as the legislative update occurred just hours after the…

Written By Brian Cochran, CFP®, Certified Kingdom Advisor® Financial Planner Part 3 of a 3 Part Series With this Insights, we conclude our reflection on tax season along our theme, Tax Incentives Are Not A Sin. In part one of this three-part series on tax reduction strategies, we explored ways you can save taxes by…

Published on Monday, June 26, 2017 Written By Brian Cochran, CFP®, Certified Kingdom Advisor® Financial Planner Part 2 in a 3 Part Series Our reflection on tax season continues along our theme, Tax Incentives Are Not A Sin. In part one of our three-part series on tax reduction strategies, we explored ways you can save…

Published on Tuesday, May 23, 2017 Written By Brian Cochran, CFP®, CKA® Financial Planner Part 1 in a 3 Part Series The dust has settled after another tax season. This time every year, I hear from frustrated clients who, upon reviewing their tax returns, ask, “How can I pay less taxes next year?” In the…