Financial Planning

| By Matthew Snider

Investing Pitfalls 

People ask me all the time what I do for a living. So when I say, “I’m in investment management, financial planning, tax planning and estate planning,” it either makes people worried that I’m going to try to sell them something or it puts them to sleep. It doesn’t always do justice to what we think is the core of what we do. We sum it up by saying we get paid to worry so that you don’t have to.

| By Jayme Meredith

Why We Get Paid to Worry

People ask me all the time what I do for a living. So when I say, “I’m in investment management, financial planning, tax planning and estate planning,” it either makes people worried that I’m going to try to sell them something or it puts them to sleep. It doesn’t always do justice to what we think is the core of what we do. We sum it up by saying we get paid to worry so that you don’t have to.

| By Jayme Meredith

Is the American Dream Still Alive?

The American Dream probably isn’t the same for everybody. I get that. However, I have clients who have loving families, their health, freedom and prosperity,…

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| By Jayme Meredith

My Best Planning Advice

My best planning advice is: to plan. There are so many people that we meet with, and so many advisors, who only focus on investments…

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Health Savings Account Update
| By Amanda Blount

Health Savings Accounts Update

The Internal Revenue Service (IRS) has released their updated numbers related to health savings accounts (HSAs). You’re eligible to open an HSA if you are a…

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Multigenerational financial planning
| By Jayme Meredith

Multigenerational Planning Works!

Many people don’t think about multigenerational planning. I think it goes back to the old “If you fail to plan, you plan to fail,” because…

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Inheritance & financial planning
| By Richard M. Birch III

Be Specific With Your Future Wishes

To say it’s important to specifically include anyone that you wish to be inheriting your assets by name is truly an understatement. Courts have, at…

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| By Matthew Snider

Worried About Inflation?

The topic of inflation and high prices has caught a lot of people’s attention this year. Talk to anyone that is building or remodeling a…

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