Join our founder Chuck Vickery as he explains the best way to chart a path to retirement income streams.

We all are prone to what feels like a laundry list of less-than-ideal investment behaviors: confirmation bias, framing issues, overconfidence. Learn how failing to acknowledge that we sometimes want more than money from our investments can lead to costly mistakes.

Join our adviser Clarke Holt for an overview of investing, the various opportunities available, and how to best partner with a fiduciary to tailor an investment plan for you.

Tax planning in retirement can be harder than you think! Your tax rate may vary widely over the years based on the timing and order in which you use different sources of money to pay for your living expenses. You want to apply the tax code in an organized and efficient way.

Join us online for a short review of what has changed between 2021-2022. Our wealth adviser David Jenkins will update you on changes to tax brackets, contribution limits, HSA limits, required minimum distributions, and more.

Touch, Change, Improve, Impact, and Provide

We are all philanthropists through our payment of taxes that supports our society and humanity. The big question is, do you want the federal and state government to decide on the impact you will have, or do you want to take more control and potentially redirect what you could pay in taxes to the people, causes, and organizations you care about?

Make sure you are progressing toward your financial goals and that you have a plan for next year.

Have questions about cybersecurity? We can help! Learn about common scams, how to stay safe, and how to fight back.