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Financial Planning

Brandon McCormick
In Financial Planning, Retirement Planning, Wealth Management

Why Long-Term Care is an Important Part of a Financial Plan

It’s National Long-term Care Awareness Month, so it’s the perfect time to discuss the importance of preparing for the potential need for care. Financial planning can be a complex process, especially for those looking for a comprehensive plan that accounts for every aspect of their life. That comprehensive plan traditionally includes budgeting, investing, tax-mitigation, estate planning, and as you get…
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Brandon McCormick
In Financial Planning

Top 5 States to See Fall Colors

Fall is here, and the leaves are changing! Here are some of the best states to see some of the most beautiful colors of the year. Summer has officially left the building, and it’s time for fall! With fall comes beautiful cool weather and even prettier changing leaves, painting the United States in reds, yellows, oranges and greens. Autmn is…
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Brandon McCormick
In Financial Planning

Top 5 Football Foods

Sure, football is great, but we’ve all just been waiting for an excuse to chow down on some good food! Here are our five favorites. Even the biggest fans of their teams who show up in old, torn jerseys they refuse to throw away can’t deny that food is the best part of a football Sunday, and after a long…
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Will O’Rourke
In Financial Planning, Tax Planning

How ‘Succession’ Becomes Reality

HBO’s Emmy-winning series dropped a major plot bomb in its final season. Here’s how the twist could be more realistic than you might think. First and foremost, for our friends who watch the popular HBO series ‘Succession,’ this article contains spoilers, so we’d strongly recommend finishing the show before returning to learn how the equivalent of a major plot point…
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Hunter Lawson
In Financial Planning, Retirement Planning

Traditional vs. Roth IRA

Planning for your retirement is essential, and knowing the differences between a traditional IRA and a Roth IRA can play a significant role in building your financial future during those years. Both IRA’s offer valuable benefits, but they come with varying income limits, arrangements, and respective pros and cons. Traditional IRA: The traditional IRA offers a tax advantage as you…
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Will O’Rourke
In Financial Planning, Tax Planning

What is Direct Indexing?

Direct indexing is a common investing strategy that allows investors to build a custom portfolio. Direct indexing is a strategy used by investors to build a customized portfolio of individual stocks. This investment approach has gained popularity in recent years due to advancements in technology that have made it easier and more cost-effective to implement. In this article, we will…
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