Financial Planning

Start The Year On The Right Foot

The beginning of a new year is the perfect time for us to talk about the various factors that can influence your planning. For example,

Skip Fleming, CFP® January 21, 2022

Retirement

Avoid these 7 Retirement Traps

You have saved and invested for decades, and now you are preparing for retirement, or maybe you have already left your job. While the idea

Skip Fleming, CFP® April 10, 2021

Financial Planning

Regular Reviews with these 6 Steps to Build Your Financial Foundation

Annual financial reviews are important for keeping your plan on track. Today, unlike previous generations, you have so many investment options and access to an

Skip Fleming, CFP® April 5, 2021

Goal Setting

6 Money Problems Couples Can Avoid

All marriages face money problems from time to time. We should be reminded of the famous line: “Stop in the name of love before you

Skip Fleming, CFP® March 4, 2021

Special Needs

Disability Savings Accounts: ABLE 529a vs a Special Needs Trust

With the passing of legislation establishing the ABLE 529a, many people now have access to increased disability savings account options and wonder how ABLE accounts

David Fulton February 25, 2021

Financial Planning

Health Savings Accounts…A Real Tax Killer

For most families, there might not be a more important topic than healthcare. In the financial planning world, a Health Savings Account (HSA) happens to

David Fulton February 25, 2021