Mar 31, 2025

Losing your parent is a profound event. While one will certainly suffer the emotional impacts, there are also important financial actions to take immediately. Protecting your parents’ legacy by managing their finances after their death is one of the most critical ways to honor their legacy. Chris Boyd, Jeff Perry,...

Mar 28, 2025

Recession? – Chris Boyd welcomes Jeff Perry and Brian Regan for an in-depth
discussion whether the US economy is heading into a recession. Chris begins the
conversation with a detailed explanation of the definition of a recession, which may not
be as simple as it seems. The trio reviews recent related economic news,...

Mar 24, 2025

Social Security: To start or not to start, that is the question! – Deciding when to
claim your Social Security benefits might appear to be a simple decision, but making the
wrong decision can have a significant impact on your financial plan and your income
taxes. Chris Boyd, Jeff Perry, and Russ Ball have an...

Mar 21, 2025

Donor Advised Funds – If you are charitably inclined, you are likely interested in
maximizing your contribution to your favorite organizations while realizing the largest
potential tax reduction. Chris Boyd, Jeff Perry, and Russ Ball dig into the benefits of
using a Donor Advised Fund to help with your charitable...

Mar 17, 2025

5 signs it is time to retire – Retirement means different things to different people. Some
people have been planning and preparing for years with a clear retirement date in mind.
For others, it is less etched in stone. But either way, if you are thinking about retiring
anytime soon, there are signs to consider. Chris...