When most people hear “estate planning,” they think of creating a will. While a will is an important tool, it’s only one piece of a broader plan designed to protect your legacy, honor your wishes, and ease the burden on your loved ones. A comprehensive estate plan provides clarity and security, avoiding unnecessary legal battles, […]

After a historic year, investors have much to be thankful for this holiday season. Despite periods of uncertainty around the Federal Reserve, the presidential election, and geopolitical conflicts, the stock market has delivered exceptional returns in 2024. With only a few weeks left in the year, the S&P 500 has gained 26.7% with dividends year-to-date, […]

As the year draws to a close, now is the perfect time to take proactive steps to maximize your tax refund and minimize your tax burden for the upcoming year. Whether you’re an individual or a small business owner, there are simple yet effective strategies you can implement to ensure you keep more of what […]

As the holiday season nears, we often focus on celebrations, gift-giving, and spending time with loved ones. However, it’s also an excellent time to update your estate plan in November. While estate planning might not be your top priority during the holidays, reviewing and updating it now can bring you peace of mind. By taking […]

You wouldn’t necessarily expect Mike Tyson, Kim Kardashian, and Snooki to dispense valuable insights about financial planning matters. In fact, you’d probably expect the opposite. But with a little bit of creativity, we can get some financial planning pearls of wisdom from even the most unlikely of sources.

With just days to go until the presidential election on November 5, polls suggest it will be a close race between former President Donald Trump and Vice President Kamala Harris. Both candidates are campaigning hard in swing states, and investors may be worried about how either outcome might affect their portfolios. Given the intense political […]

If you’re an Arkansas, Tennessee or Texas resident, over the age of 55, and have $250,000 or more in a 401(k), IRA or 403(b) account, you could be on the path to paying significantly more in tax than you should be… Free Legal, Financial & Tax Materials to Protect Your Wealth and Loved Ones If […]

The financial landscape is changing rapidly, and if you’re focused on retirement, these shifts can’t be ignored. In today’s episode, we break down the trends that will define the rest of 2024 and what they mean for your retirement plan.

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In our informative webinar, you’ll learn the top 10 mistakes that could destroy your financial future and discover how to protect your wealth. Sign up options coming soon!

Dreaming about retirement often conjures images of relaxation, travel, and pursuing hobbies without the constraints of work. However, to transform those dreams into reality, meticulous planning and budgeting are essential. This blog discusses important steps to achieve financial stability and security in your retirement years. Understanding Retirement Expenses Retirement ushers in a new phase of […]

Kids and grandkids play a crucial role in shaping financial plans. In this episode, we’ll dive into the most common scenarios where future generations influence retirement planning. From funding college educations to creating lasting financial legacies, we’ll explore how to balance your retirement goals with the needs of your family.