Finding Gratitude This Thanksgiving Season
November 17, 2023

Finding Gratitude This Thanksgiving Season

By Michael Vaughn, CFP® When I reflect on what I’m grateful for this holiday season, I think back to when I made the decision to change careers. I left a good-paying job for the unknown, but what I did know was I wanted to stay near family and friends and I wanted to help others. […]

Learn More
If Widowhood Happened Tomorrow, Would You Be Prepared
October 3, 2023

If Widowhood Happened Tomorrow, Would You Be Prepared?

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? […]

Learn More
Financial Pitfalls Veterans_Federal Employees_Military Should Avoid

Financial Pitfalls Veterans/Federal Employees/Military Should Avoid

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 […]

Learn More
2023-7_ See a Sample Financial Plan
July 30, 2023

See a Sample Financial Plan

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 […]

Learn More
What I Wish I Had Known
November 29, 2022

What I Wish I Had Known About Money When I Was Younger (Video)

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 […]

Learn More