Improving lives through sound financial planning.

Search the Reading Corner to Learn More!

Most Recent Posts

Tax Planning 101: Tax Planning Strategies

By Drew Overton | April 3, 2023

Hello again, and welcome to our fourth and final addition to our blog series called, Tax Planning 101. In our last three blogs, we provided a high-level overview of: How gross income is adjusted through the use of deductions (click here to read); How tax brackets apply to your taxable income (click here to read); […]

Read More

Tax Planning 101: What Are Tax Credits?

By Drew Overton | March 28, 2023

Hello again, and welcome to another addition to our four-part series called, Tax Planning 101. If you read our last two blogs, you learned about the income tax equation, tax deductions, tax brackets, tax filing statuses, etc. If you haven’t read the previous two blogs just click here to read the first one and click […]

Read More

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, Tax Planning 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 […]

Read More

Tax Planning 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 […]

Read More

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 […]

Read More

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 […]

Read More

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, […]

Read More

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 […]

Read More