Could You Benefit From a Financial Advisor? Ever wondered whether a financial advisor can truly make a difference? Whether you’re already working with us or simply exploring your options, this article offers a quick and thoughtful way to evaluate the value an advisor can bring to your finan …
Reflecting on Financial Planning Month October was National Financial Planning Month, but the importance of planning wisely extends well beyond a single month. I’ve been accused of being obsessed with the value of good financial planning—and I’ll gladly plead guilty. Our company tagline, “L …
Cheers to One Year with Krista! In September, our team had the pleasure of celebrating a special milestone—Krista Nicholson’s one-year anniversary with the firm. Over the past year, Krista has become an integral part of our team, bringing dedication, professionalism, and a genuine enthusias …
Medicare’s Annual Enrollment: Don’t Get Stuck Paying More With Medicare’s Annual Enrollment Period (October 15–December 7) right around the corner, it’s worth taking a moment to clear up some common misunderstandings. Whether you’re already on Medicare or about to enroll, …
Timing, Benefits, and Do-Overs: What to Know About Social Security What Is My Social Security Full Retirement Age? Your Full Retirement Age (FRA) is the age when you’re eligible to receive 100% of your Social Security retirement benefit, based on your lifetime earnings. While many people as …
Taxes: The Hidden Drag on Investment Returns Taxes are one of the biggest—and often most overlooked—costs in investing. In fact, they can have a greater impact on long-term returns than inflation, transaction costs, or management fees. Recent studies show that taxes can reduce investment re …
Employee Spotlight In his reflective piece, “Faith, Finance, and the Journey: 10 Takeaways from 10 Years,” Bowen Thigpen, CFP® and Wealth Advisor at The Thigpen Group, shares insights gleaned from a decade in the financial services industry. He intertwines personal faith with pr …
