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

The ABCs and CFP®s* of Financial Advisor Credentials

To the average investor, a few letters of a credential may look impressive but they have no idea how it was earned and why it matters.

How DIY Tax Preparers Cost Themselves Money

It is our business to save you money which is why we want you to be aware when attempting to DIY your own taxes. You may end up costing yourself more than you think.

4 Steps to Eliminating Debt

One of the most common financial goals that we encounter is to expedite debt payoff and become debt-free more quickly. With the new year upon us, Clark Hayden, CFP®* has condensed how to do just that into four simple (not easy) steps.

New Year’s Resolution: New Business?

Our accounting team compiled a New Business list of the things to consider when starting your own business in the New Year.

Long-Term Retirement Planning - Give yourself a Christmas gift that will last long after the egg nog.

Long-Term Retirement Planning: The best Christmas gift and the single best piece of investment advice I was given and can share.

A Different Approach to Accounting

The Proactive Approach - Whether you are an individual or a growing small business, we work as a partner in your tax situation, every step of the way, to cause a result to happen rather than respond to it.

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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