Improving lives through sound financial planning.

Saving for a Child with Special Needs – ABLEnow Accounts

By Drew Overton | July 23, 2022

My 7-year-old nephew, Christian, has been disabled since birth. He has been in and out of the hospital regularly, undergone numerous surgeries, and receives multiple shots daily, but you’d never know it based on his warm smile and positive attitude. His mother (my sister), Jess, is one of the strongest people I know. She is […]

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Back to Basics Part 2: Investing vs. Debt Payment

By Philip Tull | May 22, 2017

In my last blog we got back to the basics of how to prioritize paying down debts. Of course not everything is cut and dry, and as one of my friends pointed out, “Phil, your firm focuses on investments…shouldn’t I use my money to make more money in the stock market instead? Then I can […]

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Back to Basics Part 1: Managing Debt and Saving

By Philip Tull | May 16, 2017

Recently I was having a discussion with a friend in his mid-20’s who is working two jobs and in a very good position of low expenses and high income to maximize his debt payoff. We were discussing his opportunity to pay down his large student debt during this period and he went on to mention […]

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