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 […]
Financial Planning Trends & Insights
We’re constantly watching the markets and investment vehicles to serve you best.
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 […]
Stepping into the shoes of a business owner brings a level of demand and complexity beyond that of a regular job. Balancing personal finances alongside the web of your business’s financial strategy can be challenging. One of the biggest hurdles for business owners is figuring out how to turn their successful businesses into long-term personal […]
When life gives you lemons, make lemonade. And when the market gives you a downturn, make smart investment moves. While a market downturn can be a cause for concern, it’s important to remember that it can also present unique opportunities for investors who are willing to think outside the box. Recognizing the potential for undervalued […]
Banks play a vital role in the economy, providing individuals and businesses with access to cash, credit, and other financial services. Despite their importance, however, banks can fail. And when they do, the effects often cause panic in the wider economic environment. This past week, two major players in the banking industry, Silicon Valley Bank and Signature Bank, […]
Tax season is upon us. If you have not yet filed your 2022 tax return, you may be able to take advantage of some common deductions. Here are six common tax deductions to explore before you file your return. OUT-OF-POCKET CHARITABLE CONTRIBUTIONS There’s more to charitable deductions than many people realize. Not only are the […]
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