Call Us First
The reason we are independent and fee-only is so that you can always Call Us First. If you are getting close to retirement and need to make choices with your company, Call Us First. If you want to update your estate…
10 Things a Retiree Should Know About Medicare
In this video, Graham Ewing, CFP®, MBA & Roger Bair, MSF, CFP®, CIMA® go over the different parts of Medicare.
The Unfamiliar Territory of Financial Planning: Financial Therapy
In this video, Madison Bennett, CFP®, CFT-1™ dives into what Financial Therapy is, how childhood can affect your money mindset, the importance of communication in relationships, and more!
5 Ways to Save for Your Child’s Education
Saving for your child’s education is a critical goal that requires careful and strategic planning. With the rate of rising tuition costs and the growing importance of higher education, it is certainly essential to explore effective strategies that will build…
10 Things to Do Before You Retire
In this video, Drew Tignanelli, CPA, CFP® and Graham Ewing, CFP®, MBA, discuss what you should be thinking about before you retire.
How to Save Thousands in Taxes on Company Stock in a 401k
In this video, Drew Tignanelli, CPA, CFP® and Graham Ewing, CFP®, MBA, discuss how to help you save thousands in taxes on company stock in your 401k.