Financial Planning

The SECURE Act: Who Does it Affect?

The new decade brings with it new laws. Congress passed the SECURE Act in late December, which includes many impactful reforms for retirement plans, along with a few ancillary tax updates and extensions. The SECURE Act will touch most American families in one way or another. Rather than try to relay all of the changes…

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The Risk of Doing Nothing

“The price of inaction is far greater than the cost of making a mistake.” -Meister Eckhart I was recently asked, “What is the most common mistake you see when advising families with their personal finances?” I thought back on all the wild decisions and unusual behaviors I’ve witnessed over the years. While many of those…

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Get Financially Fit – Financial Health with Brian Cochran

Flexing Your Finance Muscles Brian Cochran, Financial Planner at John Moore Associates, talks about how personal finance is a lot like personal health, when it’s a good time to hire a financial “personal trainer,” and the two crucial things you should be doing when you receive money. The podcast can currently be heard at: Brian…

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Recession Reality Check

If we have a recession in the next year, it will be the first one that everyone saw coming. Everywhere I go, people are talking about “this recession,” “the coming recession” or “Trump’s recession.” It is almost as if a press release was sent out by the economy announcing a recession is scheduled to occur…

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Should I Refinance My Mortgage?

Our team of financial advisors collaborates with many local specialists in the markets we serve. I asked one of those specialists, Scott Cummings of Fairway Independent Mortgage, to provide a guest blog post regarding the recent drop in interest rates and the buzz around mortgage refinancing. Feel free to share Scott’s content with friends and…

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