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Financial

Looking Beyond

Making arrangements that ensure your legacy Giving wealth to others is possibly one of the greatest gifts a person can offer. To earn money and pass it along to those who need it not only benefits the recipient, but it also sets an
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Wealth Protection

Without proper planning, a secure financial future can easily escape your grasp, leaving you vulnerable in an uncertain world. We spoke with three area experts on how to protect your wealth through all stages of life. By evaluating risks
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Minimizing Tax Friction

Protect your income from Uncle Sam to maximize your cash flow If you drive a car, I’ll tax the street,If you try to sit, I’ll tax your seat.If you get too cold, I’ll tax the heat,If you take a walk, I’ll tax your feet. —The
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Managing Assets

In the last issue, we saw that laying the foundation for financial freedom requires discipline, but it’s not overly complex. As Jeff Hall with Rather & Kittrell Capital Management said, “A well-run 401k plan that has good oversight and
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