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The Mutual Fund Turns 100 Years Old
1Apr
The Mutual Fund Turns 100 Years Old
Every story has a beginning, and this is the story of the mutual fund. Today, they are ubiquitous in 401k plans, with most workers using them to build a retirement nest egg through small investments from each paycheck they receive. These investments are divvied up into various fund accounts, which, in turn, are diversified into...
Turning Tax Return Challenges into Opportunities
28Mar
Turning Tax Return Challenges into Opportunities
This is a busy time of year in the tax and financial planning world. With the deadlines of taxes looming, my schedule fills up fast with a constant stream of high school baseball games. Between tax season and sports commitments, there’s barely a spare moment from February to April 15th. Many people can relate to...
Automation: Free Your Mind
20Mar
Automation: Free Your Mind
In today’s fast-paced world, time is precious, and finding ways to reduce stress and worry is crucial. One effective solution is automation, particularly when it comes to managing your finances. Over the past decade, I’ve had numerous discussions with friends and family about simplifying their financial responsibilities. While many express concerns about security, it’s important...
Understanding UTMA Accounts and When to Use Them
11Mar
Understanding UTMA Accounts and When to Use Them
We recently onboarded a new client that was interested in saving money for his children using an UTMA account. He was familiar with 529 College Savings Plans, but wanted another option for his children to access funds during adulthood if they didn’t need the money for college education. We recommended an UTMA account to help...
Last Minute Tax Planning Strategies
5Mar
Last Minute Tax Planning Strategies
Even as the calendar has turned to 2024, there are several things one can do prior to filing taxes to reduce your overall tax liability for 2023. A part of our Purpose-Built Planning Process (which you can find here) involves implementing strategic tax planning opportunities that reduce our client’s tax bill. Some of the more...
Remembered
21Feb
Remembered
A New Home We stumbled across him at a specialized dog breeder in Middle Tennessee in late 2011. We were there looking for a Soft Coated Wheaten Terrier puppy for our daughter as a Christmas gift that year. As we entered the parking lot, I noticed an energetic dog in a fenced area. He sprinted...
A Lesson from Chiropractic Care
7Feb
A Lesson from Chiropractic Care
Have you ever received a flyer that made you take action? I recently received a flyer from one of the new businesses in town for a free chiropractic exam (side note: I’d never been to a chiropractor), making me consider how taking preventive actions is essential not just for our physical health but also for...
Revisiting Revolutions
17Jan
Revisiting Revolutions
It’s that time of year again, AGAIN. The time where I make the annual resolution/self-help/change your life January blogpost. You’ve likely seen a few of these on your social media feed or news broadcast. I’ve written many of them over the years (In One Year and Out the Other in 2023 was the most recent)...
New Year, New You?
9Jan
New Year, New You?
“To improve is to change; to be perfect is to change often” – Winston Churchill As 2023 has come to a close, and we look forward to what 2024 has in store, it is a great time to take a step back and reflect on the good, bad and ugly from 2023. Were goals met?...
Do You Still Believe
24Dec
Do You Still Believe
It’s early morning on Christmas Eve as I write this. My adult kids are home and a few other family members will arrive later today. My wife will spend most of today in the kitchen preparing a feast for dinner later today. My daughter arrived home from Phoenix yesterday and later today we will resume...
How do we not worry about tomorrow?
22Dec
How do we not worry about tomorrow?
As a parent, there’s little worse than worrying about your children’s health. Unfortunately, my wife and I have had this worry for the last several months. The unknown can carry a lot of stress and anxiety that will take a toll on your physical and mental wellbeing. Ultimately, we are so thankful and blessed that...
The MVP of Financial Accounts
14Dec
The MVP of Financial Accounts
In the early phases of my professional journey (although I’m only seven years in), the daunting task of selecting my employer’s medical insurance plan felt like stepping into uncharted waters. The flood of terms like premiums, deductibles, coinsurance, and copayments created a maze of jargon and numbers – not the education you get through grade...
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