by Laurie Fowlkes | Apr 13, 2021
The tax deadline has extended from April 15, 2021 to May 17, 2021, and with it comes an extension for making contributions to your Individual Retirement Account (IRA). According to the Internal Revenue Service, contributions amounts of $6,000 can be made into your...
by Chris Magaña | Jun 23, 2020
Hire a Coach or Go it Alone? Note: There are many ways to describe someone running your life’s heard-earned savings. Whatever you call it [financial advisor, wealth planner, money manager, broker], we believe that person should be a financial coach focused on...
by Laurie Fowlkes | Jun 23, 2020
What does babysitting my money and my children have in common? When the kids were little and I hired someone to babysit our three girls, I expected them to do a few very basic things: Keep the kids safe, have fun, feed them, and have them in bed before I came home....
by Laurie Fowlkes | Jun 22, 2020
While our firm plans the wealth planning routes of our clients, during this time, we want to enable you with a few tips for physically moving about the country during this reopening stage. Traveling by car or airplane has new things to keep in mind, as different...
by Chris Magaña | Jun 22, 2020
Your nonprofit stands for certain core values and does not put a flag up in others. It’s one of the critical reasons why so many donors contribute to your mission. It is strongly recommended that your board of directors come to a decision on critical questions...
by Laurie Fowlkes | Jun 19, 2020
When listening to music, our brains can get wrapped up in key changes, lyrics, and tight harmony. Frequently we need to press pause (or mute) when trying to listen to a spouse or kids say something that requires our full attention. Who knew that a tiny little virus...
