Apr 6, 2021 | Financial Article, Live Invested®, Thoughts from TVAMP
If you’re a visual person, try making a vision board on Pinterest. After adding some interesting articles, posts, and images, make time to scroll through it often. Making these things clear to your mind’s eye is the first step in manifesting your goals....
Apr 6, 2021 | Financial Article, Financial Planning, Planned Giving, Retirement
Have you ever considered Qualified Charitable Distributions? Do you have an I.R.A.? As you enter your 70s, you may start to look at that I.R.A. not only as an asset, but also as a problem. By law, you must take required minimum distributions (R.M.D.s) from a...
Apr 6, 2021 | Financial Article
One of our Founding Partners, Jeff Sweat, CFP®, shares his passion for serving God, his country, and his career. Senior Partner Jeff Sweat has been proud to serve throughout his life: In the U.S. military, through his church and faith, and now through his work at...
Mar 25, 2021 | College, Financial Article, Live Invested®
In honor of our 10th Anniversary, we’re starting something new! To heighten the awareness of personal financial management among graduating high school seniors, we created a scholarship opportunity! This summer, we will award one deserving student $2,000.00! On April...
Mar 19, 2021 | Financial Article, Financial Planning
Nobody looks forward to discussing finances and elder care with their parents, but every family needs to do it. These tips will help you start the conversation now and get a plan in place before you urgently need it. Most of us have always thought of our parents as...
Mar 11, 2021 | Financial Article, Market, News
It’s now been over a year since COVID-19 first hit American shores. While the pandemic has affected everyone to varying degrees, we can all agree that everyone’s life is different today than it was a year ago. It’s difficult to remember what normal looks like at this...
