Building An Estate Plan With No Regrets

Sep 7, 2023 | Financial Planning, Podcast

There are some people who don’t care at all about leaving a financial legacy, but for those who do, it’s important to eliminate some of the common estate planning mistakes. In this episode, we cover topics ranging from poor expense planning to outdated beneficiary...

Chatting with CPA & Attorney Merrell Bailey: Asset Protection and Estate Planning, Part 2

Aug 14, 2023 | Financial Planning, Podcast

We are excited to be back with Merrell Bailey, a seasoned estate attorney, CPA, and MBA, for part two of our conversation. In this episode, Merrell discusses the importance of an umbrella policy for asset protection, proper account titling, and the four ways assets...

Meet Henry: High Earners, Not Rich Yet

Aug 7, 2023 | Resources

All the details and demographics on HENRYs in an easy-to-read infographic from Equifax. Check it out. Are you a HENRY? HENRY has become the latest acronym to describe investors in the marketplace. Alongside old-school terms like “DINK” or...

Despite Many Challenges, the 401(k) Industry Is About to Explode

Aug 7, 2023 | Resources

HENRYs are positioned to be the next level of investors in the marketplace. You should have a financial advisor that understands you. This wealth management article explains why. For a while now, wealth management by traditional 401K has seen a decline. But...

The Ticking Tax Time Bomb Webinar

Aug 3, 2023 | Events

Join us for an eye-opening online event that’s essential for anyone with retirement funds: “The Tax Bomb” webinar. About the Webinar: As 2025 approaches, significant policy changes are on the horizon, and they have the potential to shake the foundation of your...