Improving lives through sound financial planning.

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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Is your 401k on track?

By Ellen Anderson | August 17, 2022

Managing your 401(k) plays a critical role in determining the success of your retirement plan. For about one-third of American workers (32%), retirement accounts are expected to be the primary source of retirement income, according to Transamerica Center for Retirement Studies. In other words, your 401(k) may be a meaningful part of your portfolio and […]

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All About the Recent Statement from the President on Student Loan Repayments

By Ashley Albertson | April 7, 2022

When President Joe Biden first came into office January 2021, he immediately paused the federal student loan repayments for borrowers. Due to the economic upheaval brought on by the global COVID-19 pandemic, many Americans were struggling to pay their bills and stay afloat. President Biden and Vice President Harris were very passionate about this moratorium, […]

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