Given the developing situation of COVID-19, we have made a few adjustments on how we are conducting business. Jason Farris discusses how we are maintaining the health of our clients, staff and their families.
Posts By: Jason Farris, CFP®,CAP®
SECURE Act: What It Means For You
The SECURE act was passed in December 2019. Jason Farris discusses three things you know should know.
Post-Death Planning
Have you ever wondered what happens to your unpaid bills after you die? You might be surprised to know that it depends on what kind of debt is still outstanding.
6 Money Lessons To Put You In The End Zone
Football season is here, and who doesn’t love a good football-finance comparison? Our partner, Jason Farris, loves football, so naturally, he wrote an article about 6 money lessons to learn from football.
Moving Homes: Good Grief, Let’s Hope That’s The Last Time
Moving homes isn’t a simple task. Our advisor discusses why it was difficult to move from his first home with a growing family.