By Michael Vaughn, CFP® If you’ve been actively planning for retirement, you’ve likely heard that maximizing your 401(k) contributions is touted as the ultimate goal. It’s a tax-efficient strategy to save for the future, and setting up automatic contributions effortlessly integrates this money into your financial portfolio. However, going all-in on maxing out your 401(k) […]
Financial Planning Trends & Insights
We’re constantly watching the markets and investment vehicles to serve you best.
By Michael Vaughn, CFP® When most people hear “tax planning,” they think of a boring, tedious activity that is usually done by your tax advisor or financial professional. But if you like saving money (and who doesn’t?), one of the best ways is by minimizing your tax liability. There are many ways to save on […]
By Michael Vaughn, CFP® As the year draws to a close, small business owners need to make a year-end checklist—and check it twice! From navigating IRS elections to maximizing deductions and staying on top of evolving filing methods, this easy guide provides five essential elements that demand your attention as you prepare to close the […]
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. […]
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 […]
Financial Freedom Starts Here.
You have so much to gain— get in touch with Pinnacle Family Advisors and take the first step towards financial peace of mind.