IMPORTANT DISCLOSURE INFORMATION 
by Mary E. McCraw, CFP® In 2012 and 2016, I wrote about refinancing as we were experiencing very low mortgage rates. After bumping higher the last two years, we are happy to see that mortgage rates are once again low.…
Medical care has changed to focus more on exercise and fitness to keep us healthy.
by Kristina K. Bolhouse, CPA/PFS, CFP® One of the enhancements of the Tax Cuts and Jobs Act of 2017, is the ability to use 529 College Savings Plans for K-12 tuition expenses. Specifically, up to $10,000 per year may be…
by Mary E. McCraw, CFP® April is always a big month in our house as we celebrate our twin girls’ birthday. This year was a particularly big month as they turned 13 and we now have two teenagers in the…
by Ralph Broadwater, MD, CFP®, AIF® One of the most disruptive changes in society is the study of aging and longevity research. There will be a ripple effect in every aspect of society as our health care system changes and…
Robotics today are using more advanced programming and artificial intelligence to perform complex and more human tasks.
by Ralph Broadwater, MD, CFP®, AIF® In a previous newsletter I wrote about the exponential changes that are occurring in our modern world. I would like to spend a little time discussing one of the most exciting areas of growth…
We are living in exciting times. The changes that we will see in the next 10-20 years will be truly transformative. Let’s talk about futurism.
It is easy to fall for the deceptive attraction of rental real estate. What are the hidden costs?
With the end of the year approaching, there are important dates to keep in mind regarding health insurance and other employer benefits.