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The Election...Our Clients’ Most Common ConcernSeptember 1, 2020by BRENT MASON / CFP® CTFA The media and each of the candidates have done... -
IRA or HSA—Which Should I Fund First?June 24, 2020Health Savings Accounts (HSAs) have only been around since 2003 but have rapidly been... -
Quick Year-End Tax PointsDecember 21, 2019Lost in the noise of the impeachment hearings—the Secure Act (Setting Every Community Up... -
2020 Retirement Plan ContributionsNovember 12, 2019It’s that time of year again! No, not time to get your Christmas decorations... -
Tax Season...Limited Breaks Going ForwardFebruary 6, 2019You are receiving your W2s and 1099s as the first filing season under the... -
Estate Planning SimplifiedJune 15, 2018Only 4 in 10 American adults have a will according to AARP, and a... -
“GRAY” DIVORCEJanuary 24, 20187 Steps to Being Prepared to Be Single After Retirement Libby Wilkins, CDFA™ A divorce can... -
Against The WindJanuary 12, 2018I love Bob Seger and the Silver Bullett band, and still crank up the... -
From the Desk of Casey TiniusDecember 4, 2017Find A Comprehensive, Fee-Only Fiduciary A “Financial Advisor” can come in many different shapes and... -
Hack-Proof Your Amazon AccountNovember 28, 2016It's Cyber Monday for all you spenders, so we thought it would be appropriate... -
The Most Important Question in Retirement PlanningOctober 29, 2016What is the biggest financial issue for most retirees? That they'll outlast and outlive... -
Summer Planning TipJuly 29, 2016It's a dreary Friday morning so I thought it would be good to do... -
The Employment ChallengeJune 17, 2016The one constant thing in life and the economy is that “change” is sure... -
The Future of Taxes?March 3, 2016We feel that a sound wealth management plan focuses on making the most of...
