July 7, 2017

Thinking Outside of the Box: Four Creative Ways to Help Fund the Cost of College

As summer begins to heat up here in the Midwest, it is around this time of year that I normally have a number of conversations with both parents and grandparents about how to pay for college. Sure saving money, borrowing money, and pursuing financial aid are the most obvious ways to pay for college. The problem with these methods however is none actually attempt to lower the cost of college. […]
May 23, 2017

Three Common Retirement Planning Pitfalls and How To Avoid Them

At our firm we deal with folks that are either retired, soon to be retired, or hoping to eventually retire every single day. So it should come as no surprise that we have witnessed a number of retirement planning mistakes over the years. After all, we are all humans, right? The good thing about these mistakes is that they are very much correctable. Below you will find three common retirement […]
April 17, 2017
Exterior New

Congratulations, Zach Joiner, CFP®

You may recall the announcement we made a few months ago regarding Wealth Advisor Matt Hawk’s completion of the requirements to earn his CERTIFIED FINANCIAL PLANNER™ designation.  Well, we’ve since added yet another CFP® practitioner to the office.  We’d like to congratulate Associate Wealth Advisor Zach Joiner on achieving the designation of CERTIFIED FINANCIAL PLANNER™! Zach passed the CFP® board exam this past March. The CERTIFIED FINANCIAL PLANNER Board of […]
March 1, 2017

Tips on How to Determine How Much You Need to Set Aside in an Emergency Fund

An emergency fund, or better yet, as we like to call it an “uncertainty fund” is a liquid cash account that could be accessed very quickly in the event of an emergency. Typically emergency funds are held in a money market or savings account. Establishing an emergency fund is an important first step when it comes to managing your personal finances. Everyone should have one, however many have a hard […]
February 3, 2017

3 Tips to Focus on Your Financial Life Goals in 2017

If you are like most individuals, you may have created some “resolutions” or goals that you hope to accomplish in 2017. Some focus on such things like: losing weight, spending more time with family or other general wellness goals. As my daughter’s favorite character Olaf, from the Disney movie Frozen would say, “all good things, all good things”. Now that the holidays are over and 2017 is pretty much in […]