Watch the video or read the transcript of the webinar below: Ryan Dunn: All right. Hello and welcome. My name is Ryan Dunn and I'm joined by my partner and father-in-law, Dan Searles. We just[…]

Recently, I had the unfortunate experience of being an executor for my grandmother’s estate. When I agreed to do it, I never could have imagined what was in store. There was no amount of[…]

If you’re like me, the prospect of being without a car is a scary one. Cars are what we use to get around, whether it’s a trip to a friend’s house, a restaurant, the grocery store, work, or[…]

Santa Has Left the Building If you haven’t already heard, Santa gave up his breaking-and-entering delivery schedule long ago. Initially, Sears, Macy’s, and Gimbels took over. Today, Amazon,[…]

Since the new tax laws in 2018 were the most significant tax change in the United States in over thirty years, John Stohlman, CFP, shares our arsenal of shrewd "tax know-how" that would help[…]

FINANCIAL PLANNING Guides you to think about areas of your financial life you may not have considered. Formalizes your goals and puts them in writing. Helps you prioritize your financial[…]

On Saturday, April 22nd, we hosted our annual Shred Fest event to celebrate the end of tax season! Clients gathered their old documents and paperwork to join us for a FREE secure shredding party.[…]

We have all heard the saying, “Don’t put all of your eggs in one basket.” I heard it many times as a young child growing up in Lawrenceville, Georgia. One day that saying took on literal meaning.[…]

Choosing a financial advisor may be one of the most important financial decisions that you will ever make. The person you decide to work with will be in a position to influence critical[…]