As we observe President's Day, it offers a unique opportunity to reflect not only on the leadership and legacies of the United States' Commanders-in-Chief but also on the substantial impact…
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In the dance of life, love and finances are often intertwined in a delicate balance. As Wealth Advisors and Certified Financial Planners, we've seen firsthand how managing finances can either…
2023 Markets in ReviewBy: Mark Knackendoffel, Founder & CEO and Michael Carlisle, Vice President & Investment Committee Chair…
Roth IRA Conversions might be good for those who are in a position where the taxes they are paying currently are lower than the total amount of taxes that would be paid on traditional IRA withdrawals…
By Kale Terrill, Associate Trust Officer & Wealth Advisor From a very early age, my father stressed the importance of financial prudence and stability. Whenever we went to a store, there was…
By Mark Knackendoffel, CEO It has now been more than a year since the Covid-19 pandemic began. I suspect most of us have spent the past twelve months longing to travel and enjoy a vacation…
Fraudulent Unemployment Claims: What Can You Do? By Mark Knackendoffel, CEO In November, like so many law-abiding citizens, I…
As a financial planner, I quickly became an advocate for open communication about finances. Personally, my husband and I had made it…
The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) signed into law March 27, 2020, provides for direct financial…
In response to the COVID-19 stay-at-home orders across the country, insurance companies are creating auto premium credit programs as…
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