Resources that help you prepare and confidently navigate the world of taxes and finances.

A Breakdown of the SECURE Act 2.0 from LPL Financial

Our partners at LPL Financial give us a breakdown of the changes "SECURE Act 2.0" will bring.

Volume 3: The Lockshield Letter

Lockshield Partners' 1st Quarter Update for 2023

Last Minute Tips to Help Mitigate Your Tax Liability

As a business owner, December usually involves taxes in some way, shape or form. Our accounting team has compiled a few last minute tips for what moves to make before year end to help mitigate your tax liability in the new year.

8 Year-End Financial Planning Tips

With the end of the year approaching, Advisor Clark Hayden takes a look forward and gives the top tips to help guide your financial planning in the new year.

How Markets React to Elections

We take look at Dimensional's data of markets and elections.

Employee Benefits Season – What Should I Sign Up For?

In the midst of signup season for employee benefits, Advisor Clark Hayden, CFP®* takes us through the big ticket items and what to be aware of.

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A Breakdown of Secure Act 2.0

Season 2, Episodes 1 & 2 of Money Mindset with Christian Family Radio

Sequential Investing Hierarchy – Surplus

Episode 15 of Money Mindset with Christian Family Radio

Sequential Investing Hierarchy – Secure

Episode 14 of Money Mindset with Christian Family Radio

Sequential Investing Hierarchy – Stable

Episode 13 of Money Mindset with Christian Family Radio

Sequential Investing Hierarchy – Surviving

Episode 12 of Money Mindset with Christian Family Radio

Sequential Investing Hierarchy – Struggling

Episode 11 of Money Mindset with Christian Family Radio