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Meet an Advisor: Clark Kendall
January 11, 2025
Evan Harp sat down with Clark Kendall to discuss how his firm helps middle-class millionaires steward their wealth. Read about...
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Boost Your Retirement Confidence with Catch-up Contributions
September 27, 2024
A recent survey revealed that only 18% of workers feel very confident about having enough money to live comfortably through...
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Financial Advisors and Fiduciaries / Financial Planning
How to Choose a Financial Advisor
May 5, 2024
When choosing a financial advisor, it’s important to consider which kind of financial advisor is right for you. Some advisors...
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Financial Planning / Retirement
Is a SEP-IRA Right for Your Business?
April 29, 2024
If you’re like many small business owners, running your own business is an all-consuming endeavor. In the face of everyday...
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401K Plan / Charitable Donation / Charitable Giving / Financial Planning / Taxes
How to Make the Tax Code Work For You
April 29, 2024
By May 15, 2023, over 142 million taxpayers had dutifully filed their federal income tax returns. And they all made...
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Market Updates / Saving & Budgeting
Debt Rising, Consumption Falling?
March 20, 2024
By all accounts, the U.S. economy is humming along on all cylinders. Inflation is down (but not out), unemployment is...
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AI Everywhere
March 20, 2024
Artificial intelligence is unlikely to replace plain old human intelligence any time soon, but you might be surprised at how...
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