By Michael Vaughn, CFP® Life can take unexpected turns, and it’s vital to be prepared for any eventuality. While many of us don’t like to speak about “what-ifs,” it’s important to consider what would happen if you had to handle everything after the loss of a partner. Would you be prepared if widowhood happened tomorrow? […]
By Michael Vaughn, CFP® When it comes to managing finances, if you’re in the military, a veteran, or a federal employee, you face a unique set of challenges and opportunities. While these groups often benefit from certain financial perks, they can also run into certain pitfalls that must be navigated with care. Let’s explore the […]
By Michael Vaughn, CFP® In our modern, high-speed society, the media plays an essential role in updating us on what’s happening in the world and the economy. Yet, with numerous conflicting sources, ranging from local news to online platforms, it might seem like we’re always inundated with information. It can be hard to sift through […]
By Michael Vaughn, CFP® A financial plan created for you and tailored to your unique life goals is like an instruction manual for your finances and your goal achievement. The financial plans we write for our clients include a thorough analysis of your goals and your resources and the likelihood of meeting your goals if […]
Investing early and regularly from a young age can be a key component to building wealth using mostly passive income. I’m sure we all wish we had started investing in certain areas earlier on in our lives. However, investors of all ages can benefit from maximizing tax-advantaged accounts and dollar-cost average. Let’s take a look […]
My journey to the world of financial planning wasn’t always clear-cut and obvious. In fact, I started out in an entirely different career that I thought I would have until I retired. But as is common with life, I was thrown an unexpected wrench in my plans and I took a leap of faith. That […]