Life happens. As circumstances and goals evolve, do you have confidence and resilience to continue enjoying the journey? Learn how having back-up financial
Read More
What can you use a 529 plan to pay for? Can the plan help pay for K-12 school tuition? Can I pay for student housing with 529 distributions?
Read More
Do you file your tax return and then forget about taxes until next year? Tax planning should be ongoing and thought about throughout the year! Here are some
Read More
"What's your number?" Should we rely on retirement calculators and general rules to determine retirement capital needs?
Read More
Do historical evidence, abundance, and rapid vaccine development refute what some believe is a slowdown in technological innovation?
Read More
Welcome to Forecast Season. It's that time of year! Skip the forecasts and instead focus on these 6 planning suggestions.
Read More
By Jeff Bernier
Before enlightenment, chop wood, carry water.
After enlightenment, chop wood, carry water.Zen Proverb
When Mark Richt was head coach of
By Jeff Bernier
Read More
Does past investment performance predict future results? In this month's blog, how one bias can cause investors to favor recent events over historic ones which
Read More
