10 Smart Habits for Doctors Buying a Home
Here are 10 smart habits that Doctors can implement to make their home buying experience…
529 Plans – Time for a Refresher
With the start of the new school year upon us, it is an opportune time…
Why Planned Giving is More Powerful Under the New Tax Law
I sit on a board of a local non-profit and recently several fellow board members…
What You Need to Know About RMDs
If you’re like us, when we got our first job we started saving into the…
Taxable Accounts for Flexibility and Efficiency
No one wants to pay the IRS any more taxes than necessary and most prefer…
The Why and How of Rebalancing
With the stock market on an eight-year bull run, many investors grin, pat themselves on…
Three Essential Keys for Creating Your Unique Portfolio
Justina R. Welch, MBA, CFP® | Clint P. Thomas, MSF, CFP® While there are hundreds…
Things You Can Do in Your Fifties to Set You Up for Retirement
Clint P. Thomas, MSF, CFP® | Justina R. Welch, MBA, CFP® If you are in your…
Things to Ask When Hiring a Financial Planner
Justina R. Welch, MBA, CFP® | Clint P. Thomas, MSF, CFP® When you put your money…
Fear and Greed: The Enemies of Wise Financial Decisions
Clint P. Thomas, MSF, CFP® Justina R. Welch, MBA, CFP® Are you debating about whether…