by Jason Epps | Mar 1, 2023 | Blog
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...
by Jason Epps | Jan 4, 2023 | Blog
By Jason Epps, CFP® You’re already prioritizing charitable giving as part of your overall financial picture, so why not streamline the process and employ a tax-mitigation strategy? If you’re taking an RMD (required minimum distribution) and giving to charity,...
by Jason Epps | Oct 5, 2022 | Blog
By Jason Epps, CFP®, CRPC® Giving back is a great way to use your money. You could always buy a bigger TV or some designer clothes, but that doesn’t add value to the world and to your community like giving back does. Making charitable donations is rewarded with...
by Jason Epps | Sep 14, 2022 | Blog
By Jason Epps, CFP®, CRPC® Owning real estate is one of the most attractive investments as it provides owners with a steady stream of income and it’s considered “passive.” As a rental property owner, you have likely figured out that being a landlord is anything...
by Jason Epps | Jul 11, 2022 | Blog
By Jason Epps, CFP®, CRPC® Although we had hopes that inflation would begin to ebb, the Federal Reserve yet again raised interest rates on June 15th by 0.75% (after U.S. inflation rates soared to 8.6% in May 2022), (1) the largest hike in a single meeting since...
