Category: Financial Planning

Waypoint 1: Getting Your Financial House in Order

Cassandra Laymon, CFP®, MBA Last week we reviewed some of the initial steps you should take for a strong financial start in life.  If you are not just starting out…
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Let’s Start at the Very Beginning…

by: Cassandra Laymon, CFP®, MBA Last summer my soon-to-be high school senior, Sam, took a required Financial Literacy course at his school. As a financial advisor, I thought this was…
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023 – What does a Chief Investment Officer do?

This month we welcome Hillary Sunderland, Chief Investment Officer (CIO) at Beacon Wealth Consultants to talk about the responsibilities of her role, and how a CIO can support you and…
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When Should I Start Taking My Social Security Benefit?

by: Cassandra Laymon, CFP®, MBA As a financial advisor, I’m often asked the question, “When should I start taking my Social Security benefit?”  As in all cases of financial planning,…
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Crucial Retirement Planning Milestones: What Happens at 59½ and 70½?

by: Cassandra Laymon, CFP®, MBA Financial planning is a little more straightforward in the accumulation phase, which means the years that you are working and saving for retirement. Once you’ve…
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021 – How do financial advisors get paid?

If you've ever wondered how your financial advisor gets paid, you're not alone!  There are several ways advisors get paid, depending on the type of service they are providing for…
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How Does My Account Grow? The Difference Between Capital Gains, Dividends and Interest

by: Cassandra Laymon, CFP®, MBA Over the past few weeks we’ve talked about different investments (or assets) including stocks, bonds and mutual funds. We also reviewed the meaning of “the…
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What Is A Bond?

by Cassandra Laymon, CFP®, MBA Our next installment in this month’s series asks the question, “What is a bond?”  The first thing this brought to mind for me is the…
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What is a Mutual Fund?

By Cassandra Laymon, CFP®, MBA Last week we kicked off our series on investing with a definition of stocks and what it means to be an owner. This week, we…
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020 – The Emotional Side of Investing

In this podcast, Cassie and Rick Laymon wrap up our series on "The Emotional Side of Investing."  If greed, fear, or pride have ever entered into your investing decisions -…
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The Emotional Side of Investing: Part III – Greed

by: Cassandra Laymon, CFP®, MBA But people who long to be rich fall into temptation and are trapped by many foolish and harmful desires that plunge them into ruin and…
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The Emotional Side of Investing: Part II – Pride

Cassandra Laymon, CFP®, MBA Pride goes before destruction, a haughty spirit before a fall.   ~Proverbs 16:18 Is pride really an emotion? It’s a little harder to identify than happiness,…
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The Emotional Side of Investing: Part I – Fear

by: Cassandra Laymon, CFP®, MBA When I recommitted my life to Christ a few years ago, I was tempted to believe that the roller coaster of emotions I had been…
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019 – The Little Things Really Do Matter

When considering your investments, it's tempting to minimize the impact your money is having on business and industry. You may be thinking that your investments and the profits you make don't really…
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How Many Baskets Do I Need for My Eggs?

By Rick Laymon, CFP® Perhaps one of the most directly applicable passages of scripture related to money comes to us from arguably the most successful and wisest investor to ever…
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