Articles

Your child is now legally an adult! What comes next? Parents are often so in the habit of doing things on behalf of their minor children — making doctor’s appointments, managing investments in custodial accounts, paying bills – that they are likely to forget they are no longer authorized to manage their children’s affairs after...Continue Reading

by Christian Hudspeth, CFP® It’s tax season again, and while December 31 of last year has come and gone, it’s not too late to make smart moves to reduce your tax bill and buy yourself some time. As a former tax preparer who has spent Tax Day (April 15th) with clients filing taxes at the...Continue Reading

By Christian Hudspeth, CFP® Good news for teachers, first responders, and public sector employees – the bipartisan passage of the “Social Security Fairness Act” means up to three million of these American public service workers will soon receive larger Social Security checks in retirement. The 2025 law repeals the Windfall Elimination Provision (WEP) and the...Continue Reading

By Christian Hudspeth, CFP® As retirement draws nearer, some holding large positions in tech stock begin to get nervous. Especially with the great performance these stocks have had in recent years. Take the performance of the “Magnificent 7” stocks – Microsoft, Amazon, Meta, Apple, Alphabet, Nvidia, or Tesla — over the past several years for...Continue Reading

By: Christian Hudspeth, CFP® “When can I retire?” “How much do I need to retire?” “Will I ever be able to retire?” Regardless of how much income people make or the size of their net worth, I’ve seen these questions bring anxiety to hard workers, entrepreneurs, and diligent savers alike. The average American believes they...Continue Reading

By Christian Hudspeth, CFP(R) You know the biggest misconception I run into among people who have never worked with a financial advisor before is? It’s that a financial advisor is going to tell you to save every penny and that you can never spend money on anything fun. This is a myth. A good advisor...Continue Reading

By Christian Hudspeth, CFP® When the time comes to move, I don’t know anyone who doesn’t want to sell their home for top dollar and quickly. But is this something you must leave to the whims of the housing market? Or can we find ways to highlight our home’s value to sell it faster and...Continue Reading

by Christian Hudspeth, CFP® Thinking of selling your home? Spring and summer are historically the busiest (and most profitable) times of the year for people to sell homes thanks to nicer weather and more inventory for buyers to choose from. That said, we find many clients become apprehensive about selling their primary home because they...Continue Reading

By Christian Hudspeth, CFP® “Should I hire someone to do my taxes or could I do this myself?” This is a question I often received in my days as a professional tax preparer several years ago. Being in the fortunate position of having plenty of business, I had an honest response that depended on the...Continue Reading