Your End-of-the-Year Checklist for Small Business Owners

Your End-of-the-Year Checklist for Small Business Owners

By Jason Epps, CFP®, CRPC®  As the calendar approaches its final pages and the holiday season draws near, it’s a pivotal moment for small business owners to take stock of their operations and financial standing. While many are focused on festivities and family...
How Do I Get Income From My Portfolio?

How Do I Get Income From My Portfolio?

By Jason Epps, CFP®, CRPC®  When you’ve built up a portfolio of investments, the next question that often comes to mind is how to generate income from it. After all, the purpose of investing is not just to accumulate wealth, but also to enjoy the benefits of your...
How to Tie Your Financial Goals to Your Personal Values

How to Tie Your Financial Goals to Your Personal Values

By Jason Epps, CFP®, CRPC®  With a new year underway, have your resolutions fallen by the wayside? Perhaps you wanted your finances to reflect your personal values—but you don’t know where to start.  If you’re taking the time to think about what you want to...