Financial Planning Category
Do You Need a Financial Advisor?
19 Oct 2020 by: Matt Ryan

Managing your finances in a purposeful and strategic way is essential to help you reach the long-term goals you’ve outlined for your family, career, and…

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Do You Own RTX, CARR, OTIS or Any Other Company Stock In Your 401(k)?

Today, many Americans rely on 401(k)s as their retirement savings plan. Unlike a traditional pension plan, these plans leave much of the decision-making to employees…

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Payroll Tax Holiday – What Business Owners, Employees, and Retirees Need to Know
29 Sep 2020 by: Brian Matter

On August 8, President Trump signed a series of executive orders hoping to stimulate the U.S. economy as Congress remained at odds over an agreement…

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Why Choose a Fee-Only Financial Planner? It’s in Your Best Interest

Whether you’re growing your family, starting a business, or preparing for retirement, you might have considered seeking financial help from a professional. As you begin…

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The Benefits Of A 529 Savings Plan When Planning For College
3 Sep 2020 by: Matt Ryan

Sending your child off to college is an exciting chapter, but it can be an expensive one, too. Learn how you can reduce the financial…

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College in the Age of COVID-19: Five Questions You Should Ask Before Returning to School This Fall
20 Aug 2020 by: CCMI

From birthday car parades to elbow bumps instead of handshakes, the COVID-19 pandemic has forced us to reevaluate, adapt, and change how we interact in…

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What Does Matt’s New AEP Designation Mean For You?
17 Aug 2020 by: Matt Showley

Matt Showley, CFP®, can now add AEP®️ to his name. The Accredited Estate Planner® designation signifies his deep knowledge and expertise in estate planning and…

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5 Money Tips For Young Professionals
29 Jun 2020 by: Matt Ryan

Here are five tips for young professionals who are looking to successfully build their financial foundations. The younger you are when you start saving and…

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1 Apr 2020 by: Brian Matter

As we follow the government’s orders to stay home, many of us are finding ourselves inundated with information and updates on the impact of the…

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Health Savings Accounts (HSAs) – What do I need to know?
15 Nov 2019 by: Matt Ryan

Dating back to the early 2000s, Health Savings Accounts (HSAs) have become a popular strategy for paying for medical expenses. HSAs are tax-advantaged medical savings…

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