For eight years, my wife and I raised our family in a house we bought together right before we were married in 2014. We quickly grew into a family of five plus one dog. We loved our home, but we were filling up the small amount of square footage, so we decided it was...
Some individuals go out of their way to be scared for Halloween. Managing money professionally, I regularly find enough monsters in the closet, regularly that so seeking out fresh fears seems unnecessary. One of the destructive challenges for investing when the...
Consider This Program with Joe Clark, CFP and Daren Hardesty. In this segment we will cover: Downsizing, at first glance, can seem like the right choice for anyone recently living as an empty nester. However, there are key considerations to make before taking that...
Typically, when you think of a financial planner, your mind goes right toward thinking of the stock market. When you are hiring or working with a financial planner, it's essential to consider that they offer a holistic approach to your situation. Our industry's...
Consider This Program with Joe Clark, CFP and Chris Rodgers. In this segment we will cover: At some point, your home will likely be sold by either yourself, your surviving spouse or your heirs. The taxation is different depending on who receives the assets and how...
Consider This Program with Joe Clark, CFP and guest Adam Harter, CFA. In this segment we will cover: Housing prices have moved up strongly over the past year and a half or so to fully recover (and then some) the lost ground from the 2008 housing crisis. The pandemic...