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

How Markets React to Elections

We take look at Dimensional's data of markets and elections.

Employee Benefits Season – What Should I Sign Up For?

In the midst of signup season for employee benefits, Advisor Clark Hayden, CFP®* takes us through the big ticket items and what to be aware of.

What Account Should I Use for Education Savings?

Once you reach the point where you are willing and able to save for education, what are the best vehicles to use?

Volume 2: The Lockshield Letter

Lockshield Partners' 3rd Quarter Update

College Education – How Much Should You Save?

When it comes to saving for your child’s education, there are a few factors that we want checked off first.

Student Loan Announcement

Join Advisor Clark Hayden, CFP®* as he takes a deeper look into the recent Student Loan Announcement.

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A Breakdown of Secure Act 2.0

Season 2, Episodes 1 & 2 of Money Mindset with Christian Family Radio

Sequential Investing Hierarchy – Surplus

Episode 15 of Money Mindset with Christian Family Radio

Sequential Investing Hierarchy – Secure

Episode 14 of Money Mindset with Christian Family Radio

Sequential Investing Hierarchy – Stable

Episode 13 of Money Mindset with Christian Family Radio

Sequential Investing Hierarchy – Surviving

Episode 12 of Money Mindset with Christian Family Radio

Sequential Investing Hierarchy – Struggling

Episode 11 of Money Mindset with Christian Family Radio