by | | Company News, Financial Planning
May is National Preservation Month. To some, ‘preservation’ may address the thought or act of conserving personal, family, or community heritage such as art, jewelry, land, papers, etc. In the financial world, we look more closely into ‘capital preservation.’ Money...
by | | Company News, Financial Planning, Freedom
You may have heard before that wealth has four phases: accumulation, preservation, distribution, and transfer. There is an order to the flow of money in our lives. Conventional wisdom says to set aside a percentage of our wages and earnings for the long term. Over...
by | | Company News, Success Stories
by Judy Hubbard Hulsey Have you heard of “Gen 4”? No, not Genesis 4, but Generation 4? If you pick up any business periodical, eventually you will see an article with the abbreviations “Gen 2” and “Gen 3.” The etymology comes from the concept of a patriarch or...
by | | Company News, Learn How To Invest
The corporate tax filing deadline is this Monday, March 16th. While most tax deduction opportunities for last year have expired, you might still be able to lessen your check to the IRS. If your company is an S-Corporation and you are looking for a tax deduction...
by | | Financial Planning
When considering starting a family the thought of calculating how much diapers, food, and the cost of college, will be can be very frightening. However, if you plan ahead, over time these future expenses won’t look so threatening. Taking college education cost for...
