By Ron Carson
Published by Ron Carson | @RCHusker At our firm’s annual retreat, we set our most important goals for the coming year. During one recent retreat, I held up a sign above the list of goals. It said, “No new.”
By Minna Burns
I feel wealthiest when I’m surrounded by my loved ones and dear friends; those who have shared laughter and tears, joys and sorrows, successes and failures. The ones who I can see every day or never at all, but still feel like we share a life.
By Minna Burns
What is a financial plan? I define it as a road map to a confident financial future. Risks are identified, planning opportunities are strategized and the likelihood of accomplishing all financial goals is increased.
By Anna McGrath
By Scott Ford, founder and CEO of Cornerstone Wealth Management Group In my spare time, I enjoy spending time reading about investments and wealth management strategies. I recently came across an article that cited Wagner’s Rules for Investing, which include: Spend less than you make Save a …
By Andrew Rogers
Published by Beth Schanou, Director of Wealth & Estate Planning Estate plans can be structured differently depending on a person’s situation and intentions. What is the difference between a will and a trust? A will and a trust are separate documents to pass assets to heirs after death, …
By Mark Lookabill
Published by Mark Lookabill | @LookabillMark It is hard to believe that the 529 Plan is now 20 years old. I often receive the question, “Is a 529 Plan tax deductible?” Over the last two decades, the 529 Plan tax benefit has helped a number of taxpayers absorb some of the costs for college. …
