A Few More to Add to Your Summer Reading List, Ep #90
How do you pick the books you read? Do you add book recommendations to your summer reading list throughout the year? Do you use an Amazon Wishlist or social media…
Posts by Chad Smith
How Sequence of Returns Risk Could Impact You, Ep #89
Most people know little to nothing about sequence of returns risk. The subject doesn’t make for the most interesting topic for cocktail party discussions. Even though, some refer to it…
Memorable Financial Lessons From Pop Culture, Ep #88
Most of us have likely been in a conversation and said, “That reminds me of a scene in the movie…” to emphasize a point. Movies have a powerful way…
Guide to Preserving Yours or a Loved Ones Legacy, Ep #87
Nobody likes to talk about the two certainties of life: death and taxes. So much so that we delay important decisions on how to deal with our assets for…
The Ins and Outs of Opportunity Zones, Ep #86
You may have seen more news stories mentioning Opportunity Zones of late, but there are still plenty of questions surrounding this part of the latest tax reform. Today we’re…
Unlocking the Secrets to a Successful 401k Rollover, Ep #85
Rolling over your 401K is a complicated process so we brought in a few experts, Angela Keeley-White and Heather Gudac, that have helped our clients rollover hundreds of 401K’s.…
Are You Winging Your Financial Future? Ep #84
Ask yourself how you feel about your financial future? Do you feel it’s secure and well planned out or are you just winging it? Winging it is a…
Why Aren’t There More Women in Financial Planning? Ep #83
Financial advice has long been a male dominated industry. Women represent 51% of the US population, but only 23% of CFP® professionals are women and this percentage has stagnated…
Sold Your Business, Received an Inheritance? Here’s the Next Steps Ep #82
You’ve just sold your business. Or maybe you received an inheritance. Making decisions on how to handle the lump sum proceeds can be paralyzing. Most of us fear making…
Everything You Need to Know About the New Federal Tax Forms, Ep #81
Have you checked out the new federal tax forms? Waiting until the last minute to prepare your taxes this year will leave you surprised. With the new tax code,…
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