Videos
Where Should My Next Dollar Go?
Andrew and John discuss how to prioritize where you put your savings. From making sure you have covered the basics like an emergency fund and paying off high interest [...]
2024 Important Numbers
We’re back with a brand new educational video to start the year! Andrew and John discuss many of the important numbers to know for 2024 – from tax [...]
What Legal Documents Do I Need?
John and Andrew recently sat down with local estate planning attorney, Allie Bohannon with Howard Mobley Hayes & Gontarek, PLLC. We discussed the main documents to consider for [...]
How to Review Your Tax Return
With the 2022 tax filing deadline behind, Andrew and John discuss the personal tax return forms and schedules. Mistakes happen and it is important to understand the numbers [...]