Resources that help you prepare and confidently navigate the world of taxes and finances.

Student Loan Deferment - What’s the Deal With It?

In the last two years, federal student loans have been placed in deferment. Advisor Clark Hayden, CFP® explains what the deal is with this and what you should be considering.

Historic Headlines Remain the Same

Senior Partner & Financial Advisor, Dan Klein, CFP®, takes us back as he shares with us a valuable experience of being in the position of Financial Advisor during historic headlines of world events.

Identity Theft: How to Prevent It and What To Do If It Happens to You

Our Accounting Services office covers exactly what you need to know if your identity gets stolen.

Tax Tips for Ministers

Just as ministers provide for our spiritual health, we are here to help guide in tax matters in relation to financial health. Accountant Kelsey Guiler tackles wages, deductions, and tax tips for those serving in the Minister role.

7 Milestones to Reach Before Retirement

Begin with the end in mind - That is the key to planning for retirement and you can never start too early. Check out the seven major planning milestones that need to be accomplished as you work to enter into this time in your life.

10 Things to Know Before Filing Your Taxes

How do you know what your accountant needs when it comes to filing your tax return? Our Accounting Services office has compiled a list of the top 10 common items for most individual returns.

in partnership with

Biblical Money Management – What’s the Importance?

In partnership with Christian Family Radio, we are thrilled to bring you Money Mindset, a weekly segment where a member of our team joins CFR to discuss the Biblical principles of finance and how they impact us each and every day.

Biblical Money Management – What’s the Need?

Episode 2 of Money Mindset in partnership with CFR