How do you Budget for the Holidays?
With the holiday season upon us, one of the questions we have seen start to pop up more frequently is “How do I budget for the holidays?” The simple answer […]
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Power of Attorney for your kids?
Did you know that once your kids turn 18, that they are legally viewed as an adult? What?! I’m sure you don’t hear that Every. Single. Day. once your kids […]
Do You Need a Financial Advisor?
I’ve seen the question posed recently “do I need a financial advisor?” So, let’s tackle that question today – do you need a financial advisor? Well, do you need a […]
Options for Old Retirement Plans
I recently came across the study from the UBC Sauder School of Business titled ‘Cashing Out Your Retirement Savings at Job Separation” and there was some surprising figures in there. […]
Bank Failures and FDIC
By this time, you have probably already heard the news about the two banks, both the second and third largest bank failures in U.S. history; That was the Silicon Valley […]
Prior Year IRA Contributions
Hey there everybody we are just two months shy of tax deadline (original video end of February 2023). Just a reminder, that’s April 18th this year, it usually falls on […]
Influencers & Advice
We’re already halfway through February, which means 2023 is flying by! Hopefully, you’re still on track and in-charge of your New Year’s resolutions or any goals that you might have […]
Two Big Questions as Tax Time Arrives
Tax time is quickly approaching and we were fortunate enough to have Lance Elrod featured as part of a recent Bloomberg Wealth article focusing on two, tax-related questions.
The Most Important Gift
Hey everyone, it’s holiday season and I know everybody’s hustling around trying to make sure that they get their gifts done figuring out who’s cooking the turkey, but we wanted […]
One of the Biggest Misconceptions in the Industry
I recently came across an article that was titled ‘How wealthy do you have to be to afford a Wealth Advisor?’ I know what my answer is, so that piqued my interest, and I dove in.
