by Aaron Leatherwood, CPA, CFP®, CWS®, MS | Apr 9, 2020 | Planning
As I write this article, I’m working remotely at home. My puppy is tugging at my feet for my attention and my six-year-old son is sitting next to me hard at work powering through his school assignments on his iPad. Earlier this morning he attended his first...
by Aaron Leatherwood, CPA, CFP®, CWS®, MS | Feb 17, 2020 | Planning
While the SECURE Act has garnered most of the attention recently, including from us in some of our most recent blogs, it was not the only act that passed last year with tax ramifications. The SECURE Act was actually part of a broader act called the Further...
by Aaron Leatherwood, CPA, CFP®, CWS®, MS | Feb 10, 2020 | Planning
Employees of small businesses tend to save less for retirement. This is in part due to a lack of access to retirement plans as small businesses are less likely than larger corporations to offer employer plans. In an effort to increase opportunities for employers to...
by Aaron Leatherwood, CPA, CFP®, CWS®, MS | Jan 27, 2020 | Planning
Just before the holiday recess, the House and Senate passed the Further Consolidated Appropriations Act which the President signed into law on December 20, 2019. The new Act prevented a government shutdown and laid out the appropriation of funds across government...
by Aaron Leatherwood, CPA, CFP®, CWS®, MS | Dec 30, 2019 | Planning
Social Security is an extensive topic to cover. To digest it easier, we’ve broken it down into four parts: Break-Even Analysis, Portfolio Withdrawals, Spousal and Survivor Benefits, and Limitations. So, how do we put all of this together? The best place...
by Jarrod Musick, CFP® | Dec 23, 2019 | Impact, Planning
You won’t create the impact you seek without automating how you do it. Automating your systems for creating impact cuts through the massive number of daily tasks you have, which allows you to avoid feeling like you always come up short on how you...
