CFP Archives - Page 2 of 14

Long-Term Care: The Elephant in the Room of Retirement Planning

By Curt Stowers | November 8, 2024 |

Retirement—Most of us think of hobbies, vacations, and time visiting family, but what about long-term care? Read on to learn what you need to know!

Bitcoin Basics

By Curt Stowers | November 1, 2024 |

How and why is Bitcoin here, and how does it work—and will Bitcoin be around for the long haul? Read on to learn more!

How does Monetary and Fiscal Policy impact me?

By Curt Stowers | October 25, 2024 |

Curious how US policy directly impacts the money in your pocket? Today we demystify monetary and fiscal policy—and how it impacts YOU!

Monday Morning Motivation – Encouragement

By Curt Stowers | October 14, 2024 |

Are you offering encouragement to your friends and family?

To Roth or not to Roth, that is the question!

By Curt Stowers | October 11, 2024 |

Mountain climber contemplates: To Roth or Not to Roth?

Is a Roth IRA or traditional IRA your best option now? Read on to learn about several tax scenarios that may surprise you!

Social Security Timing – Getting it Right!

By Curt Stowers | October 4, 2024 |

It's a big decision, deciding when to take Social Security

When should YOU begin taking Social Security? Read on to learn what you need to know!

Is the IRS discouraging your generosity?

By Curt Stowers | September 27, 2024 |

Is the IRS preventing you from being as generous as you want to be? Read on to learn how 2 tax rules for gifting can benefit you!

Quarterly Market Review – First Quarter 2024

By Curt Stowers | April 19, 2024 |

Once per quarter, we roll up our sleeves & take a deeper dive into what’s happened in the stock market—our quarterly market review (January- March 2024).

Quarterly Market Review – Fourth Quarter 2023

By Curt Stowers | January 12, 2024 |

Once per quarter, we roll up our sleeves & take a deeper dive into what’s happened in the stock market—our quarterly market review (October- December 2023).