Improving lives through sound financial planning.

Most Recent Posts

Tax Planning 101 – What is my tax bracket

By Drew Overton | March 23, 2023

We are back with another addition to our four-part series called “Income Tax 101.” If you remember our last blog, we walked through the how certain adjustments to your gross income are used to calculate your adjustment gross income, and then we took a stroll through both the standard deduction and itemized deductions. In today’s […]

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Income Tax 101: What are tax deductions?

By Drew Overton | March 13, 2023

Most people have at least a general understanding of how the U.S. income tax system works, being that the infamous Form 1040 (the U.S. Individual Income Tax Return) was created back in 1913. Whether you have filed your own taxes for the past 30 years, or all you know is that something happens on April […]

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10 Changes Brought About by the SECURE Act 2.0

By Drew Overton | January 18, 2023

We hope you all had a wonderful Christmas as well as a great New Year’s. We wanted to provide information regarding the new law that was passed on Thursday, December 30th, 2022, the SECURE Act 2.0. This $1.7 trillion omnibus spending package contains various pieces of retirement-related reform. While most of the changes are not […]

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Financial Planning Myths (Part I)

By Drew Overton | September 24, 2022

Information floods our minds every day. TV, radio, podcasts, and the internet is constantly at our fingertips. With access to unlimited information, companies compete for your attention. They use “click bait” to reel you into clicking on their blog post or website. Given that their number one priority is to grab your attention, information can […]

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5 Important Steps in Retirement Planning

By Drew Overton | June 27, 2022

The title of this blog may lead you to believe this is only for people within a few years of retiring. However, the inverse is true: the younger you are, the more important this information is for you. So, first off – what is retirement planning, exactly? It can sound like an overwhelming and far-away […]

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Raising Financially Responsible Kids

By Drew Overton | November 9, 2021

As I write this blog about raising financially responsible kids, I want to be completely transparent (dad joke). My wife and I have a 9-month-old daughter named Charlotte, and we are far from having it all figured out. However, through many conversations with more experienced parents, we’ve found that no one has it figured out. Every […]

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