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Homestead ExemptionDecember 9, 2020If you are nearing or have already reached age 65, how would you like...
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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...
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IRA or HSA—Which Should I Fund First?June 24, 2020Health Savings Accounts (HSAs) have only been around since 2003 but have rapidly been...
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Quick Year-End Tax PointsDecember 21, 2019Lost in the noise of the impeachment hearings—the Secure Act (Setting Every Community Up...
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2020 Retirement Plan ContributionsNovember 12, 2019It’s that time of year again! No, not time to get your Christmas decorations...
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Tax Season...Limited Breaks Going ForwardFebruary 6, 2019You are receiving your W2s and 1099s as the first filing season under the...
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Estate Planning SimplifiedJune 15, 2018Only 4 in 10 American adults have a will according to AARP, and a...
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“GRAY” DIVORCEJanuary 24, 20187 Steps to Being Prepared to Be Single After Retirement Libby Wilkins, CDFA™ A divorce can...
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Against The WindJanuary 12, 2018I love Bob Seger and the Silver Bullett band, and still crank up the...
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From the Desk of Casey TiniusDecember 4, 2017Find A Comprehensive, Fee-Only Fiduciary A “Financial Advisor” can come in many different shapes and...
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Hack-Proof Your Amazon AccountNovember 28, 2016It's Cyber Monday for all you spenders, so we thought it would be appropriate...
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The Most Important Question in Retirement PlanningOctober 29, 2016What is the biggest financial issue for most retirees? That they'll outlast and outlive...
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Summer Planning TipJuly 29, 2016It's a dreary Friday morning so I thought it would be good to do...
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The Employment ChallengeJune 17, 2016The one constant thing in life and the economy is that “change” is sure...