by John Moore, Principal | CIMA® | CKA® | Jun 12, 2019 | Uncategorized
We often use this quote from Ron Blue when describing our recommended thought process for designing an estate plan. Over the years, we continue to find that each beneficiary has unique needs that should be addressed using unique solutions. For example, a large lump...
by Brian Cochran, Financial Planner | CFP® | CKA® | May 17, 2019 | Uncategorized
The power of compound interest is a broadly understood and well-documented phenomenon. I learned about compound interest and how it applies to personal finance early on in my financial planning training, but I recently came across an extreme example of it that took my...
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 Joe Limke, Financial Advisor | AAMS® | Feb 25, 2019 | Uncategorized
One of the most underappreciated tools in tax planning is the Health Savings Account (HSA). The HSA was created in 2003 as a way to provide tax benefits for Americans who want to set aside funds for future healthcare expenses. There are many benefits to having an HSA...
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...
