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Another Drop in the Bucket: Simplifying Your Finances

As a society, we tend to overcomplicate things.  If there is one thing we like to overcomplicate, it is our finances.  However, it is possible to simplify the big picture of one’s finances and the various categories by thinking of your financial picture as “buckets” of money. One of the founders of our firm and …

SECURE Act Impact Part 1: What Retirement Account Owners Can Learn From The Boss, The Piano Man, and Gooney Bird

That rustling sound you may have heard in late December was not Santa, nor a late-night Amazon delivery, but rather Congress passing the Setting Every Community Up for Retirement Enhancement (SECURE) Act on December 19, 2019 (which President Trump signed into law the following day). While most of the SECURE Act’s provisions became effective on …

One-Size-Fits-None™ Retirement Series is Back for the Fall: Birmingham and Huntsville Locations

The transition to retirement and the accompanying move from “saver” to “spender” can cause anyone anxiety. You are likely asking questions such as: “Can I afford to retire and remain financially independent?” “When should I take Social Security benefits?” “How exactly do I get money out of these accounts?” “How much can I safely withdraw …

Care for the Long-Term Caregiver

Continuing education—thank goodness it is required for CFP® professionals because CE brings us knowledge that we likely would not have otherwise. One of the most memorable sessions I’ve attended had to do with long term care, presented by Jack Broyles. Many of you may remember his father, Coach Frank Broyles of Arkansas.  Sadly, Alzheimer’s set …