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Thursday, August 30, 2018

Beware of the “Lifestyle Creep” Sometimes more money can mean more problems. Provided by Trenton J. Adams, CFP® Lifestyle Creep is an unusual phrase describing an all-too-common problem: the more money people earn, the...

 

Tuesday, May 1, 2018

Protecting your “Beer and Burger” Money Early on in my career I envisioned a sound Retirement Plan as an overflowing vault. I’d think of a childhood cartoon, Duck Tales, and Scrooge McDuck backstroking through his...

 

Monday, April 9, 2018

Using Old Tax Documents to Start Your Spring Bonfire? Be Careful. Even with less itemizing, there are still tax documents you want to avoid burning this year. I love spring. The bland winter slumber is over, and nature’s confetti...

 

Monday, March 12, 2018

It happens around this time every year. Flowers bloom, yellow blankets of pollen drape like curtains on our vehicles, NCAA bracket pools run amuck throughout the office - and of course, the IRS puts on its best “Santa...

 

Friday, October 20, 2017

The decision to trust someone with your hard-earned money is very personal. And since you’re basically hiring someone to provide expertise that you don’t have, it can be tough to sort the good expertise from the fluff....

 

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Tuesday, October 3, 2017

We know firsthand that cancer sucks, and it's an honor to sponsor and play annually in the Jake Lyons Memorial 'Cancer Sucks' Golf Classic. This year the Magnolia Financial Group Team won the tournament and helped raise $58,435! One...

 

Wednesday, September 20, 2017

What would you rather give to your family: additional wealth or memories that will last a lifetime? I began asking my clients this question after I lost my Grandfather, the man that planted a seed in my mind which later grew into a...

 

Monday, November 14, 2016

Interviewing financial advisor Trent Adams for Thanksgiving was a no-brainer. If you’re a Consortium Member reading this, you’re likely groaning at an overdone joke. If not, then allow us to loop you in: a little over 6...