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...
by Greg Dillard CFP (TM) | Apr 10, 2023 | Featured, Recent Post
With April’s federal tax filing and payment deadline on the horizon, Americans are dotting their i’s and crossing their t’s as they prepare for the countdown to Tax Day. But before you rush to get that return out the door, are you confident you have everything in...
