The Check Story to Explain Qualified Plans
Qualified plans do two things: #1 they defer the tax and #2 the tax calculation. I’d like to give you this illustration: Let’s assume you …
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10 Behaviors of a Trusted Advisor
We can learn a lot about becoming our clients’ Trusted Financial Expert from the book, “The Trusted Advisor” by David Maister. The key to professional success is …
Advice You Would Tell Your Younger Self
As young adults, we quickly realized that money was one of the most pressing concerns and the most challenging aspects to navigate. Now that we …
Do You Have Balance in Your Financial Ecosystem?
by Jeremy D. Shipp CFP®, CLU®, RICP® I saw a story over the summer that highlighted the importance of balance in nature. And when I …
Do You Have Balance in Your Financial Ecosystem? Read post →
Invest in Yourself
The National Mentor campaign started in 2002 and aims to raise awareness about the need for more Mentors and to encourage more people to actively …