Our Company News

Episode 350 – Conservatorships have been in the news quite a bit over the last few years. What exactly is it, and how do you avoid having to deal with one? Continue Reading Avoiding a Conservatorship

Episode 349 – Being an optimist has been shown to increase your overall well-being. But in a recent article in Think Advisor, author Michael Finke suggests that optimism can also help with your retirement planning efforts. Continue Reading The Role of Optimism in Retirement Planning

Episode 348 – Are there things you wished you had learned about money when you were a kid? In today’s episode, special guest Hannah Kesler talks about some of her ideas on how to raise children to become financially savvy adults. Continue Reading Teaching Your Kids What You Wish You Had Learned With Hannah Kesler

Episode 347 – The U.S. Department of Labor’s constantly changing rules on classifying workers as either independent contractors or employees is creating confusion among employers. What’s the current status? Continue Reading Are You an Independent Contractor?

Episode 346 – Does it ever make sense to reject an inheritance? On some occasions, a “qualified disclaimer” can give you a chance to do the right thing, or to avoid a major headache. Continue Reading Does It Make Sense to Reject an Inheritance?

Episode 344 – The One Big Beautiful Bill, or OBBB, is now law. The OBBB extended many provisions created in the Tax Cuts and Jobs Act of 2017, or TCJA. We’ll review and summarize some of the key aspects of the OBBB as it pertains to extended TCJA provisions impacting individuals, families and businesses.ration or LLC? What type is best for you? Continue Reading One Big Beautiful Bill and What It Means to You