Resource Articles
Preparing for NIL Earnings: What Parents of Student Athletes Should Know
Authored by: Jason Underwood, CFP, Wealth Advisor Name, Image, and Likeness (commonly referred to as NIL) has changed the landscape of college athletics. Student athletes can now earn income from…
Read MoreWhen Does Your Business Need to File a State Tax Return?
Authored by: Efron Alvarado, Senior Manager As businesses grow, crossing state lines—whether through sales, employees, or remote operations—can create new tax obligations that are easy to overlook. Many business owners…
Read MoreRising Costs of Living: Practical Planning Tips Amid Inflation
Authored by: Bradi Dahmen, Wealth Advisor If you’ve felt like your dollar isn’t stretching quite as far as it used to, you’re not imagining it. Between grocery bills creeping higher,…
Read MoreWhat Washington Taxpayers Should Know About the “One Big Beautiful Bill Act”
Authored by: Charlie Miracle, CPA, Wealth Advisor What Washington Taxpayers Should Know About the “One Big Beautiful Bill Act” As tax season approaches, you may have heard chatter about the…
Read MoreHow to Stress-Test Your Financial Plan in Uncertain Times
Authored by: Jason Underwood, CFP, Wealth Advisor Even the best-laid financial plans can feel shaky when the economy hits a rough patch. Between market swings, inflation, and rising interest rates,…
Read MoreGiving Strategies Before Year-End
Authored by: Bradi Dahmen, Wealth Advisor Giving Strategies Before Year-End As October rolls in, pumpkins appear on porches, costumes fill the stores, and spooky season takes center stage. While Halloween…
Read MoreFour Ways to Be More Intentional with Your Goal Setting in 2025
Authored by: Bradi Dahmen, Financial Advisor, Director of CNC Financial Group Setting goals is an essential part of achieving personal and financial success. While many people begin the year with…
Read More1099s and W-2s: What You Need to Know for 2025
Authored by: Charlie Miracle, CPA – Financial Advisor – Member – Director of CAS As we approach the end of the year, small business owners should start preparing for one…
Read MoreWrapping Up 2024: Here’s What You Need to Review Financially
Authored by: Jason Underwood, CFP® As the year winds down, it’s time to take stock of your financial situation and make sure you’re in the best position to transition into…
Read MoreThe Power of Holistic Financial Planning in 2024
Authored by: Jason Underwood, CFP® In today’s fast-paced financial environment, having a clear and comprehensive view of your entire financial picture is crucial. Many individuals are left to manage their…
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