What Makes Some a Chartered Financial Consultant?
Jim Eutsler, CMA, CFP®, ChFC®, EA, breaks down what it means to be a Chartered Financial Consultant (CHFC) and why this credential matters for the families we serve.
Updated 1099 Reporting Threshold– What You Need to Know
For decades, people who get paid as non-employees have lived under a simple rule: Earn $600 or more from an organization, expect a 1099. But starting this year, that familiar threshold is officially disappearing.
What Does it Mean to be a CFA Charterholder?
Doug Johnson breaks down what it means to be a CFA® Charterholder and why this credential matters for the families we serve.
How Working as a Financial Team Can Strengthen your Relationship
Couples can strengthen both their financial and emotional connection by building a shared vision, holding regular low-pressure money check-ins, and dividing financial responsibilities based on each partner’s strengths. By approaching money as a team and communicating openly, couples can reduce stress, improve clarity, and create greater long-term stability together.
Your 8-Step Retirement Roadmap: What You Need to Do Between Ages 50 and 65
If you’re between 50 and 65, this 7-year retirement roadmap shows how to prepare for retirement, manage taxes, Social Security, and income with confidence.
The Best - and Worst - New Year’s Financial Resolutions
For financially established individuals, the most effective New Year’s financial resolutions focus on thoughtful planning, tax efficiency, and goal alignment, while market timing, drastic changes, vague cost-cutting, and procrastination tend to undermine long-term success.