by Greg Dillard CFP (TM) | Jun 1, 2023 | Uncategorized
How much of your life savings would you give up in exchange for an extra decade of healthy life? 10percent? 20 percent? I was a bit surprised by the answers from a survey of wealthy investors, whostated they would trade a third (some up to half) of their wealth to add...
by Greg Dillard CFP (TM) | May 18, 2023 | Recent Post
Those that choose to invest in the education of a family member, friend or acquaintance are investing not only in that individual’s future, but also the future of society. It is an act of generosity, forward-thinking, and love. However, this type of investment can be...
by Greg Dillard CFP (TM) | May 8, 2023 | Recent Post
Small businesses may often find themselves struggling, and there are many situations in which business owners may find themselves weathering a storm and hoping to make it through. While the strength and fortitude of those who run small businesses can be an asset in...
May the 4th Be With You: 4 Money Lessons for Becoming a Financial Jedi Master
by Greg Dillard CFP (TM) | May 4, 2023 | Featured, Recent Post
When it feels like the galaxy’s forces are all working against you when it comes to your finances, fighting back may seem incredibly daunting. However, becoming a financial Jedi Master is not as hard as you think. Here are four money lessons that may help you gain...
by Greg Dillard CFP (TM) | Apr 23, 2023 | Featured, Recent Post
Consolidating retirement accounts can help your retirement immensely For many individuals, changing jobs can be an exciting opportunity to advance their career or pursue new interests. However, it can also present a challenge when it comes to managing their...
