Kids & Money: Teen Checking Accounts
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…
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Futurism Part IV: Longevity
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…
Futurism Part III: Robotics
Robotics today are using more advanced programming and artificial intelligence to perform complex and more human tasks.
Futurism Part II: Artificial Intelligence
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…
Two Suggestions to Improve Your Daily Life
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.
Rental Real Estate Ownership
It is easy to fall for the deceptive attraction of rental real estate. What are the hidden costs?
Open Enrollment Season
With the end of the year approaching, there are important dates to keep in mind regarding health insurance and other employer benefits.
Cybersecurity Update: Enhance Your Account Protection
Cybersecurity is critical with the seemingly regular data breach reports. We have a few tips to manage your passwords and protect your data security.
Surprise! You May Qualify for These 2018 Tax Breaks
Here are We have two law changes you should be aware of when planning for your 2018 taxes.
Technology Update: Zoom Meetings
We are using Zoom video conference software to better keep in touch with our clients.