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 Matt Gazaway CFP (TM) | May 17, 2023 | Recent Post
Go out into your yard and dig a big hole. Every month, throw $50 into it, but don’t take any money out until you’re ready to buy a house, send your child to college, or retire. It sounds a little crazy, doesn’t it? But that’s what investing...
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...
by Matt Gazaway CFP (TM) | May 5, 2023 | Recent Post
Spring is often thought of as an uplifting time, marked by growth and renewed hope as we emerge from the long months of winter and look ahead to the rest of the year. Investors saw signs of such renewed hope in recent weeks, especially on the inflation front as...
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 Matt Gazaway CFP (TM) | May 1, 2023 | Featured, Recent Post
You may already be aware of the importance of having enough life insurance coverage to handle financial matters that could affect your family in the event of your death. However, determining the appropriate amount of coverage for your family can be complicated. Rather...
