1. College Plan (529): State specific tax advantages. Indiana for example gives a tax credit of 20% up to $1,000 maximum credit. Has the...

Over the past 8 years working with many different clients, unfortunately, I have seen many clients who have rented for years and have...

CFP® vs. Financial Advisor A Certified Financial Planner (CFP) is a specific designation for financial professionals who have completed a...

When we talk about the wealthy we may conjure images of lavish vehicles, huge mansions, lakes homes with speed boats, and other...

Your processes of money management are imperative to successful wealth building. Create Your Mission Statement by Internalizing What You...

Hey there fellow taxpayers! Are you aware of the changes that are coming to our tax code in 2026? The Tax Cuts and Jobs Act (TCJA),...

I've been using ChatGPT for a month now and the results are beyond impressive. Being someone who doesn't have coding knowledge, I was...

As a Certified Financial Planner™, I know that making smart financial decisions in your 20s can set the foundation for a secure financial...

As a Certified Financial Planner™️, I’m often asked, "What is the best way to invest money for the long-term?" While there are many...

Know Your Options Understanding your options when it comes to your previous retirement accounts is imperative to successful growth....

Anytime changes happen in legislation you should understand how it will impact your financial plan and make adjustments accordingly....