Author: Derek Hensley, CFP®

One of the biggest concerns our clients have is how to prepare for their children’s college expenses. We can relate! The parents in our office are acutely aware of rising higher education costs and ho

Many people, when searching for a financial advisor, ask if we are fiduciaries. First, it’s helpful to understand what a fiduciary is. I’ll also explain why it matters for you when choosing a financia

I never met my Uncle Hank. To be honest, I don’t ever remember even hearing about him. But his death caused quite a stir in my family.  Occasionally people joke about having an unknown rich un

In his bestselling book, Atomic Habits, author James Clear makes the case that tiny consistent actions are the foundation of massive transformation. We intuitively understand that our habits influence

Two hundred fifty years ago this week, a small group of people signed their names to a document that meant risking their lives. Freedom was their rallying cry. Freedom from unfair taxes, a distant gov

Giving is an important part of many people’s faith and financial life. For most, generosity means writing a check or giving cash on a regular basis, but what many people don’t realize is that cash may

529 Plans have long been one of the better tools for education savings. The basic idea is simple: you make contributions, invest the money, and the earnings can come out tax-free when used for qual

Starting July 4th, 2026, the Trump Account, a new type of federally backed savings vehicle, will become available for children. In short, they are designed to accumulate assets for a child's future wi

One of the most helpful tools in your financial planning toolkit is your Net Worth Report. This simple report does a lot of heavy lifting behind the scenes of your plan. Understanding how to read it c