Financial Planning
The Stewardship Journey Waypoint 2: Setting Sail
by: Cassandra Laymon, CFP®, MBA Last week we discussed some basic but very important steps to gaining confidence and becoming...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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,...
Read More
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...
Read More
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...
Read More