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A Family Friend’s Close Call with a Cyber Scam

Category: Financial Planning
By Tim Mabee
02/25/2025

Tech support scams and phishing attacks are becoming increasingly sophisticated, making it crucial to stay vigilant. A recent incident involving a family friend highlights how easily fraudsters can gain remote access to a victim’s computer, install malware, and steal sensitive information. Read more to learn what to do if someone you know is compromised and discover actions to take to help stay secure online.

Protect Your Taxes: What You Need to Know About IRS IP PINs

Category: Financial Planning
By Caleb Brown
02/18/2025

Tax season is already complicated enough, but identity theft can make it significantly worse. To help safeguard taxpayers, the IRS offers the Identity Protection Personal Identification Number (IP PIN). Here’s a breakdown of what an IP PIN is, how to get one, and insights on who should consider using it.

Inflation? We’ve planned for this.

Category: Financial Planning
By Matt Stagner
02/13/2025

Inflation has been a hot topic in recent years, often misunderstood and heavily debated. Attempting to stay ahead of inflation is one of the biggest reasons to invest over the long term. Let’s break it down and focus on what really matters.

Are You Hungry?

Category: Financial Planning » Charitable Giving
By Wade Den Hartog
12/17/2024

Often times, we think about giving to those in need or supporting our favorite non-profit organization(s) at Thanksgiving and Christmas or, with end-of-year gifts. This is great, however, the need to feed is ongoing. So the question, “Are you hungry?” is more about “Are you interested in learning more about how you can become more generous than you already are today?” 

Tax Loss Harvesting: Losing to Win?

Category: Investing
By Garrett Jackson
12/03/2024

In the investing world, how can it be possible to win even when you lose? That is precisely what occurs when utilizing a tax loss harvesting strategy.  Let's take a look!

When to Review Your Estate Plan

Category: Financial Planning
By Andy Mullan
09/24/2024

Being proactive with your estate plan helps to ensure that it will continue to serve your needs and wishes, providing clarity and security for you and your loved ones. Let's look at some examples of events and situations that typically require updates to your estate plan.

Executive Compensation Strategies

Category: Financial Planning
By Walt Mozdzer
09/17/2024

Executive compensation at the C-suite level typically involves much more than receiving a salary and bonus. Let’s explore three types of executive benefits: deferred compensation, restricted stock, and stock options.

What I Learned About the Nature of True Wealth

Category: Financial Planning
By Jerry Foster
09/13/2024

“Wealth” is a relative term. For many, if not most people, wealth has a lot to do with money. But there are those who have a lot of money who would gladly trade it for a happy marriage, or great health, or a clear conscience. The definitions of wealth are truly limitless, unique to each of us.

My Money Story

Category: Financial Planning » Behavioral Finance
By Joe Bantz
08/27/2024

Have you ever considered how your thinking about money was formed? Recently, I took a stroll down memory lane to discover my own “money story,” how I came to think about money.