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Mica McKenna
4 days ago4 min read
The Importance of Beneficiaries
Life is filled with moments of change — from marriage and the birth of children to purchasing a new home or losing a loved one. Along...
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Drew Hodgson
Mar 54 min read
Combat Pay/Tax-Exempt Pay & Your TSP
Being in the United States Military has some perks. One of those is Combat Pay. If you are earning or have ever earned money while in a...
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Joseph Browning
Feb 202 min read
The Overlooked Tax Credit: The Residential Clean Energy Tax Credit
Introduction Are you a homeowner? Did you install any new systems in your home during the past year (such as a water heater, skylight, a...
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Ethan Barry
Dec 19, 20243 min read
What is the Homestead Tax Exemption
The Homestead Tax Exemption is a legal benefit available in most states, which reduces property tax reduction on homeowners’ primary...
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Joseph Browning
Dec 19, 20243 min read
The Investor’s Guide to Navigating Economic Data: Key Reports You Can’t Ignore
For many individuals with investments in the market and other securities, the state of the economy is critically important. But what...
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Drew Hodgson
Nov 18, 20243 min read
New Thoughts on Term Life Insurance
Life Insurance: Term Life Insurance Specifically As followers of many of Dave Ramsey's principles, we should be familiar with his...
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Ethan Barry
Oct 28, 20243 min read
How Fee-Based Advisors work and the benefits to you
What is a Fee-Based Advisor? When looking for the right financial advisor , several questions should be at the top of anyone’s mind ....
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Clay Reynolds
Oct 28, 20242 min read
How to manage an Inherited IRA
I’ve inherited an IRA… now what do I do? Inherited IRAs can seem overwhelming when the time comes to inherit one. It seems...
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Mica McKenna
Oct 21, 20244 min read
The Power of Principal-Only Payments
In the world of personal finance, effectively managing debt is essential for achieving long-term financial stability. One often...
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David Gearhart
Sep 30, 20243 min read
Actively Managed vs. Passively Managed Funds
With the number of available funds seemingly endless, it can be hard to tell what a fund’s investing strategy is. With so many ways to...
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Clay Reynolds
Sep 9, 20242 min read
Section 121 Exclusion
Home appreciation has many sellers worried about the tax consequences that may come with selling their house. A frequently asked question...
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David Gearhart
Sep 3, 20243 min read
Options for Retiring Before 59 ½
Although retiring early, let alone before the penalty-free distribution age of 59 ½, seems like an impossible dream for some, it is...
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