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Tax Planning

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Article

Exploring Long-Term Care Insurance

November is National Long-Term Care (LTC) Awareness Month — a great reminder to explore LTC insurance options.

Terry Bobo, Garrett Cauley,

Dec 13, 2021

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Article

Now is the Best Time for Gifting

With the recent tax proposals and potentially drastic changes to common planning techniques, now is an optimal time to review your estate plan.

Bryan Strike,

Dec 13, 2021

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Article

Tips for Completing Your 2021 Tax Return

January is a great time to review your finances – both for preparing your 2021 tax return and looking at the year ahead.

Jamie Block,

Jan 28, 2022

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Article

Traditional 401(k) vs. Roth 401(k): Is One Better Than the Other?

Is a Roth 401(k) better than a traditional 401(k)? How do you decide? We suggest you consider a few important factors when making this decision.

Christopher Blakely,

May 11, 2022

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Article

Tax Season is Over! Now to Organize Financial Documents

You’ve filed your tax return, phew! Now it’s time to get organized with these guidelines for retaining documents.

Mercer Advisors,

May 11, 2022

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Article

Five (529 Plan) Hacks to Pay for College

David Gardner,

Aug 10, 2022

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Article

Retirement Plan Help for Business Owners

Switching to a safe harbor 401(k) or cash balance plan may give business owners more room to grow their own retirement savings along with benefiting their employees.

Jaron Carmichael,

Aug 22, 2022

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