The Value of Modeling
Modeling is the key to successful financial planning.
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What Will You Take?
Think about will you take away from this experience.
Making the Best of Low Interest Rates
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.…
Futurism Part V: The Promise of P3 Medicine and Biohacking to Enhance Longevity
Medical care has changed to focus more on exercise and fitness to keep us healthy.
Gaming the Tax System on College Savings Plans
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…
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…
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.