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Wednesday, October 27, 2021

How To Prepare For The Financial Challenges Ahead And Take Control When you find yourself suddenly single due to divorce or the loss of your spouse, you may come to face unique financial challenges, especially when heading into...

Monday, October 25, 2021

Jess Chatmon, our Operations Manager has been an integral person in our office for the last four years. She wears many hats and has helped countless clients. You've probably spoken to her so now here is your chance to get to know her!...

Friday, October 15, 2021

Of all the financial concerns weighing on people, we have been seen a major increase in concerns about the rate of inflation we’re seeing in 2021. That is probably because compared to the 1.8% overall annual rate of inflation in...

Wednesday, September 22, 2021

It's RMD quarter around the corner! John and Gib answer who is eligible to take out distributions, when is the best time of the year to take your distributions, and how much do you need to take out before December 31st? If you have...

Tuesday, May 18, 2021

This month we are talking about Financial Goals... What are some of the areas I should be paying attention to and how can I stay on track with these new goals? If you have questions you can call us 276-293-1538 or send an email

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Wednesday, April 14, 2021

Did you know that approximately 4 million will retire from the U.S. workforce every year? If you’re one of the fortunate retired individuals who planned ahead and funded a retirement account (IRA) throughout your career or...

Wednesday, February 17, 2021

When you’re planning for retirement, knowing how to maximize your Social Security benefits needs to be a key part of your long-term strategy. While Social Security benefits most likely won’t be the largest part of your...

Thursday, February 4, 2021

This month we are talking about Financial Goals.. What are some of the areas I should be paying attention to and how can I stay on track with these new goals?