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How Charitable Contributions Can Help Mitigate Your Tax Bite
The tax code is complicated, confusing, and ever-changing, which is why it pays to get help from the pros who can navigate you through the...
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College Planning for Grandparents with Dr. Andrew Riley
We all want the best for our grandchildren’s careers. And a great career starts with a great education. But top schools turn away more than...
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A Real-Life Inflation Story with Company Executive Keith Roland
Consumer prices in the US are rising at the fastest rate they have in decades. It’s called inflation. And left unchecked, it can erode your...
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5 Best High Net Worth Tax Planning Strategies
Tax planning for high-net-worth individuals is a vital aspect of financial wellbeing. Whether you’re an entrepreneur or just getting started in your career, these tax...
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Pharma Rep Wrestles With Retirement With Mary Brooksbank
Most of us die with regrets. Amongst the top ones? “I wish I had worked less”… “I wish I had spent more time with the...
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Pros And Cons Of Roth IRA Conversion In Texas
If you’re like many other Americans trying to get organized with their finances during this volatile market, we celebrate you. If you are still procrastinating,...
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From Stock Broker to USAA with Steve Manuel
Employers always say “we value experience”. But as soon as they see gray hair and wrinkles they want someone with “a bit more runway”. If...
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Retired Teacher and Coach Makes up for Lost Travel with Rick Smith
When most of us imagine retirement, we conjure dreams of freedom, wealth and travel. So why is it that so many people throw away their...
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St. Mary’s Law Professor Successfully Pivots with Dave Schlueter
You’ve been blessed with skills over the course of your career. But what are you going to do when you retire? Wasting your God-given skills...
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Walked away form business to go into fulltime ministry with Bill Loveless
Your business could make all the money in the world. But will it buy you happiness? A family who loves you? Connection with God? Sometimes,...
