Improving lives through sound financial planning.

The Financial Birth Plan: When You’re Expecting Guide to Nurturing Family Finances for Your First Child

By Philip Tull | April 18, 2024

Welcome to the wonderful world of parenthood! Whether you are beginning to think about growing your family or eagerly anticipating the arrival of your little one, it’s natural to feel a mix of excitement and nervousness, especially when it comes to managing your family’s financial planning. Rest assured, with a little planning and a lot […]

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Medicare Open Enrollment – What You Need to Know

By Amy Pucci | September 29, 2023

Medicare provides essential healthcare coverage for those aged 65 and older as well as certain younger individuals with disabilities. If you’re a Medicare beneficiary or about to become one, understanding Medicare open enrollment is crucial. In this blog, we’ll walk you through the basic information you should know about Medicare open enrollment. Medicare Open Enrollment […]

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14 Years After the Bitcoin Blockchain Was Invented, Little of “This” Promise Has Been Realized

By Robert W. Tull | February 28, 2023

In 2022, we watched the former FTX CEO Sam Bankman-Fried and his FTX cryptocurrency exchange collapse. With investors’ concerns it may result in another Bear Stearns moment, that collapse dealt a catastrophic blow to cryptos reputation and the plans and aspirations of many in this unique industry. The question now is, is this the end […]

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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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Schwab Basics

By Ashley Albertson | November 1, 2022

Learn how to electronically request or make changes using Schwab Alliance Schwab is known for having the best overall brokerage for beginners and having excellent customer service for their clients. In addition, Schwab created Schwab Alliance, a version of their website customized specifically for clients of advisors. Alliance allows you to perform many functions including, […]

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What You Need to Know About Medicare Open Enrollment

By Amy Pucci | October 11, 2022

Medicare’s annual Open Enrollment period runs from October 15th through December 7th each year. During this time, for those already enrolled in Medicare, you may: Switch between Original Medicare and Medicare Advantage (also known as Medicare Part C). What’s the difference between these two coverage options? Find out more here. Join a new prescription drug […]

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