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Blog
Commonly Overlooked Tax Deductions
Are there hidden tax deductions you might be missing? Don’t leave money on the table! We’re sharing secrets to maximize your savings this tax season.
Estate Planning at Every Stage of Life
Find out why estate planning is not just for the ultra wealthy—and why it’s crucial at EVERY stage of life.
When to Retire: December, January, or Mid-Year?
The best time to retire? It might not be when you think. Explore the pros and cons of retiring at different times of the year.
Giving and Gifting
Make your generosity count! Plan wisely to give back, share with loved ones, and build a lasting legacy with our thoughts and insights.
End-of-the-Year Financial Actions for Small Business Owners
By Steve Seals As 2024 nears its end, it’s crucial for small business owners to take time to review their financial planning strategies and prepare for 2025. End-of-the-year financial actions, if done diligently, can significantly
How We Helped Two UK Employees Maximize Their Investments
By Steve Seals Two University of Kentucky employees came to us for help. They both wanted to make wise retirement investment decisions so they could retire comfortably and simultaneously take care of their loved ones.
Top 10 Tax-Planning Strategies to Maximize Your Savings
By Steve Seals Tax planning can feel like one of those chores you’d rather avoid in life, but deep down, you know it’s important. Instead of waiting until tax season and then scrambling, taking a
Individual 401(k) vs. SEP IRA: Which Is Best for You?
By Steve Seals As a hardworking professional, you may find it difficult to find time to prioritize saving for retirement with so much else going on. Juggling family duties or running a business often means
