Mark Fonville, CFP®4 minWhat a Housing Recession Means to Investors in 2023Perhaps no sector of the economy has been impacted by rising interest rates as much as housing. The declines in both housing activity and
W. Scott Hurt, CFP®, CPA5 minWhat Medical Expenses Can You Write Off On Your Taxes This Year?If you incurred significant medical expenses, you may be able to write them off on your tax return. How much are you eligible for? Find out.
W. Scott Hurt, CFP®, CPA6 min5 Great Questions To Ask Your Financial Advisor About Your Tax PlanSound tax planning is a year-round strategy. Here are 5 questions we think you should always ask your financial advisor about your tax plan.
Broderick Mullins, MBA6 minHow Often Should You Rebalance Your Portfolio?Portfolio rebalancing is the process of buying and selling assets to maintain your preferred risk levels and diversification.