Blog

Income Tax Checklist to Stay on Track

Jeannie Jackson, CFP®

Wednesday, January 20, 2021

Tax time is upon us and that means gathering all of your documents needed and getting them in one place to make filing your taxes as easy as possible. We thought it would be helpful to send along this handy checklist to help with that...

Your child is turning 18, let's talk!

Jeannie + Crystal

Tuesday, August 25, 2020

Parents are often amazed when their children finally become adults. Turning 18 is a celebratory milestone, and no doubt the experience will leave you wondering how the years flew by so quickly. And even though your child will always...

While it’s highly recommended that we use a financial advisor when we start to grow our investment portfolio, there are a lot of things you can do before you ever speak to a financial advisor to grow and maintain your investment...

With more than 95% of American workers currently covered by Social Security, there are some things about this massive retirement program that you should probably know. If you’re still in your forties or fifties, you can probably...