Preparing for the Expiration of the Tax Cuts and Jobs Act (TCJA) Written by Sean Lacey, CFP®, CIMA®, CRPC ™ - Wealth Advisor on November 20, 2024
Optimizing the Impact of Your Wealth: Strategic Gifting Solutions Written by Grant W. Cardwell, CPA - Partner, Wealth Advisor on November 12, 2024
Three Charitable Giving Strategies for Year-End Giving in 2020 Written by Evan B. Crouse and Jeffrey P. Helms, CPA, CFP® on November 16, 2020 View
Medicare: Review Your Coverage to Avoid a Costly Mistake Written by Ashley Tucker on October 19, 2020 View
Two Estate Planning Mistakes and Tips for Avoiding Them [Plus Real-Life Examples] Written by Barry Prim, MBA on October 19, 2020 View
Third Quarter Market Update, Why You Don’t Want to Miss the Market’s Best Days and What’s in Store Going Forward Written by John B. Cox, CFA, CAIA on October 12, 2020 View
Don’t Let Short-term Circumstances Impact Long-term Planning Written by Joseph R. McNair, CFP®, JD, CPA on October 12, 2020 View
Basic Estate Planning Documents [What You Need and Why] Written by Elizabeth Brasher, JD, CWS on October 12, 2020 View
Financial Planning During a Pandemic: Dos and Don’ts Written by Kelly Clary and Jack Adams, QPFC on October 6, 2020 View
How is Your Charitable Giving in 2020 Impacted by the CARES Act? Written by Evan Crouse on October 5, 2020 View
September 2020 Market Update: A Summary of Moving Parts Written by John B. Cox, CFA, CAIA on September 23, 2020 View
Celebrating September: National College Savings Month Written by Ashley Tucker on September 3, 2020 View
Five Points to Consider for Successful Estate Planning During COVID-19 Written by Gregory E. Sellers, CPA, AEP® on July 24, 2020 View
2020 Midyear Review: Positive Movements in the Markets Contrast the Economic Effects of COVID-19 [Plus the Economic Indicators Providing Hope] Written by John B. Cox, CFA, CAIA on July 6, 2020 View
Tip for Investors: Take Time to Evaluate Your Risk Tolerance and Risk Capacity During the Pandemic Written by MaryPat Peeples on July 6, 2020 View
Five Basic Financial Skills All Young Adults Should Know [Plus 11 Helpful Resource Links for Additional Learning] Written by Ashley Tucker and MaryPat Peeples on May 14, 2020 View
Financial Planning During a Pandemic: Two Ways to Avoid Tax Consequences from Educational Refunds Written by Ashley D. Tucker on May 8, 2020 View
Financial Planning During a Pandemic: Four Practical Ways to Respond to a Financial Emergency Written by Joseph R. McNair, CFP®, JD, CPA on April 30, 2020 View
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