Financial Planning Trends & Insights

We’re constantly watching the markets and investment vehicles to serve you best.

Your Tax-Preparation Checklist
February 10, 2025

Your Tax-Preparation Checklist

Feeling overwhelmed by tax season? You’re not alone. Here’s your go-to guide to staying organized and ready to file your 2025 taxes with confidence.

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How to Pay Off Debt and Save for Retirement
September 10, 2024

How to Pay Off Debt and Save for Retirement

By Michael Vaughn, CFP® If tackling debt while staying on top of your retirement plan feels like an uphill battle, you’re definitely not alone. With the average debt per person in America at $104,215 and 61% of those over 50 anxious about having enough for retirement, it’s a common concern. But here’s some good news: […]

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