by Jon Sevenker | Jun 6, 2019 | Financial Planning, Investing, P&A Articles, Retirement
It’s been over a decade since I took my vehicle to one of those national quick lube franchises for an oil change. Here’s how I remember my experience. I arrived a minute before they opened. Through the garage doors, I could see several guys talking and laughing....
by Jon Sevenker | Apr 4, 2019 | Financial Planning, P&A Articles
Congratulations! You are one in 292 million. When you first saw the winning numbers, you no doubt did a triple or quadruple take. Maybe you rubbed your eyes as your heart began to race. Maybe you got down on your knees and looked to the heavens, arms...
by Jon Sevenker | Dec 11, 2018 | Financial Planning, P&A Articles
We view ourselves as a financial advocate for our clients. Those of you who have been our clients for any length of time know we do a lot more than manage investments. Here are seven ways we have helped our clients in the last month. Medicare/SHIIP – Diane and...
by Trey Pittenger | Jul 10, 2018 | Financial Planning, P&A Articles
“Bunching” has always been a tax strategy, often utilized to maximize one’s tax deduction. Now with the passing of the Tax Cuts and Jobs Act in December 2017, including a near doubling of the standard deduction, the strategy of bunching is gaining steam. Find out if...
by Trey Pittenger | May 10, 2018 | Financial Planning, P&A Articles
Besides managing investments, we help our clients plan for and go through financial transitions. There are pain points associated with these financial decisions, so we want to be there when our clients need help. Here are five ways we added value to a client’s...
by Trey Pittenger | Apr 11, 2018 | Financial Planning, P&A Articles
What is your favorite episode of Doc McStuffins? Tough to narrow it down, I know. Likely, it is either when Lenny the Fire Engine learns about proper hydration, or when Stuffy the Dragon is carted to the hospital in an ambulance. Perhaps it’s when the crew learns...
