Democrats in the House introduced a new tax proposal on September 13, 2021 that could have an impact on many of our clients. From...

By Jared McGahee, CFP® Do you have insurance? I’m wagering that most of you answered, “Yes, of course!” It probably goes without saying...

By Jared McGahee, CFP® Even under normal circumstances, planning for retirement can be stressful. With the chaos that a global pandemic...

By Jared McGahee, CFP® Proper financial planning can make or break a business. It’s not the sexiest topic, and when you’re busy building...

By Jared McGahee, CFP® Would you hand over your house keys to a stranger? That’s often what it feels like to work with a financial...

By Jared McGahee, CFP® You don’t have to look far to find financial advice or so-called proven formulas that promise to bring you...

The cold weather is here, and the holidays are following closely behind! It is easy to get caught in the holiday spirit and go overboard...

Are you dealing with debt? You’re not alone. Debt.org states, “Total U.S. consumer debt in 2017 was $12.84 trillion or about $200 billion...

As we inch closer to the end of the year, many Americans are taking steps to prepare their finances for 2020. Whether you are retired or...

Retiring is a major, life-changing event. After working for years and letting your profession mold your identity, you are now free from...

If you are just beginning your career, you are probably beginning to hear a lot about saving money for retirement. While retirement...

After working for many years, retirement is the time to dedicate to yourself and your passions. For many retirees, they would like to...

Your health has a pretty big impact on your wealth whether you realize it or not. Various studies have been conducted throughout the...

Dealing with the loss of a loved one is an especially difficult, emotional time. While navigating many personal issues, you must also...

If you have a retirement plan, good for you! While you may feel as though you’re all set for retirement, several expenses occur during...

Football season is finally here! Whether you’re supporting your local high school team at the stadium or cheering on your favorite NFL...

Whether you at the age of retirement or have several years to go, you have more than likely heard a lot of information regarding Social...

If you’re nearing the age 65 or older, you have more than likely been receiving a lot of information regarding Medicare and Open...

Watching your family grow is an exciting time in life, however a growing family leads to growing financial needs. Metlife states, “On...

Mutual funds have been a part of investor’s plan for many years. In recent years, ETFs (short for Exchange Traded Fund) have risen as a...