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What Issues Should I Consider-When Reviewing Cash Flow

What Issues Should I Consider When Reviewing Cash Flow?

What is A Family Mission Statement, and Why You Need One

Building a family is one of the most monumental journeys we have in our lifetime. The bond within a family is vital, and one way…

Smart Spending In Retirement

Take a look at Johnson Rhett‘s recently published insight on retirement spending for! Follow the link below. Smart Spending In Retirement

What You Need To Know About RMDs for 2021

After a brief hiatus in 2020, required minimum distributions (RMDs) made their re-appearance for 2021.  The Coronavirus, Aid, Relief, and Economic Security (CARES) Act waived…

Regaining Control of Your Retirement After COVID

We will never go back to the world we had before COVID-19, and the lens that we used to evaluate ideas, markets, economies, and personal…

Your Credit Card FAQs – Answered!

Check out Johnson Rhett‘s recently published insight on credit card FAQs for


We are always honored when local publications ask us to participate in their special editions. Unfortunately, our colleague, Kelly Jennings, who lives in NC could…

Should You Loan Money To Family and Friends?

By Kelly J. Jennings, CFP® We’ve all been in a vexing financial situation—the dog gets into the pantry, your kid unexpectedly falls and hurts themselves,…

4 Money Boundaries To Inspire More Balance and Control In Your Finances

It’s no secret that boundaries help establish healthy relationships, so why not set some boundaries around your finances?  Money boundaries are guidelines you put in…

Investing & the Dunning-Kruger Effect

Everyone wants to be viewed as competent, skilled, or excellent at tasks we undertake. Social psychologists David Dunning and Justin Kruger observed the tendency of…

photo of voting stickers

Post-Election: Remember the Plan

Fears of election cycles and market volatility are nothing new. However, we’ve seen a resurgence this year as social tensions, as well as, the economic…

How you can help small businesses impacted by COVID-19

Annuities in the Age of COVID

Jason Branning was a speaker for an education event for the consumer and financial services industry press. This discussion is about fiduciary advisors utilizing commission…

Large and In Charge – Giant Firms atop Market Is Nothing New

Large And In Charge Giant Firms Atop Market Is Nothing New 1

Compass In The Mountains

Paradigm Shifts

Life has changed; how do we adapt without losing sight of what we want to achieve? As you’ve heard us say before, no one knows…