A few weeks ago, we were able to meet some of these students at the Dental College of Georgia. Over dinner, we got a firsthand look at their aspirations and career goals. The next day, we connected with even more students at the vendor fair, where we gathered valuable...
Investors learning how to invest in the stock market might ask when to invest. Knowing when to invest, however, isn’t as important as how long you stay invested. Riding it out Trying to navigate the peaks and valleys of market returns, investors seem to naturally want...
Time for a 2025 update on Tax Cuts and Jobs Act (TCJA) of 2017. This is the tax code that is set to expire on December 31, 2025. Should Congress do nothing, TCJA will revert back to the previous (higher) tax code. There is no consensus on what will happen in...
A few weeks ago, we had a great time connecting with students from the MUSC College of Dental Medicine. A highlight of our trip was hosting a dinner with Dr. Jay Wisner, one of our valued clients, where he had the opportunity to speak in front of a group of eager...
One of the main goals we are asked to calculate for our financial coaching clients is: “How much do I need to save to be able to retire comfortably?” This calculation has many moving parts but I thought today we could give you this chart with some general rules of...
