All Thoughts

2024 Retirement Plan Contribution Limits

By Kaleb Price, CFP®, CPA

As the 2023 tax season kicks into top gear, have you started thinking about 2024 yet? While most tax planning is accomplished throughout the year, getting a head start can help make 2024 a smooth ride. If you traditionally max...

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What Entity Choice is Right for Me?

By Kaleb Price, CFP®, CPA

What Entity Choice is Right for Me?  Are you thinking about starting a business and not sure what entity is the right choice for you? If you’ve ever gone on to the secretary of state’s website to create a new entity, the choices...

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Cybersecurity Best Practices

By Lenox Brown

As we reach the end of October, Cybersecurity Awareness Month comes to an end. Cybersecurity Awareness Month was created 20 years ago as a collaborative effort between government and industry to ensure every American has the...

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Advanced Health Care Planning

By George W. Holland, IV

Take control of your health care decisions! With all the advances in medical technology and the many choices that must be made, we should all take the time to put certain documents in place in case we are incapacitated and...

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The Opposite of Spoiled

By Erin Despot McMenemon, CFA®

When you have children or grandchildren, your first thought is often, "How do I give them the world?"  But the second may be, "How do I raise good, kind, generous people—the opposite of spoiled?"  They can coexist, but what is...

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Drowning in Paper? How to Clear the Clutter

By Leslie Campora

When it comes to document retention, it is easy to get overwhelmed figuring out what to keep and what to discard.  Often, we resort to keeping EVERYTHING. But in this digital age, with online statement and document retrieval,...

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True Confessions of a Reformed Bad Behaviorist

By Joseph "Bo" Billeaud

Many of you may know that I finished school with a degree in engineering.  Chemical Engineering to be exact.  The type of personality that might be attracted to the engineering sciences most often has a data-driven,...

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