Financial Planning
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 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 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 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…
Read MoreReviewing Your Financial Security Amid Market Uncertainty and the Upcoming Presidential Election
Authored by: Financial Advisor, Director of CNC Financial Group In the onslaught of presidential race commercials, politically charged debates, and constant media coverage, it’s natural to wonder about the influence…
Read MoreCan Life Insurance Lower Your Tax Bill?
In the realm of financial planning, life insurance can stand out not only as a shield against unforeseen circumstances but also as a strategic tool for minimizing taxes. While the…
Read MoreSaving or Investing: How to Grow Your Money Wisely
Authored by: Adelae Winters, Financial Advisor In recent years, as we have experienced a rapidly changing interest rate environment, our general feeling toward cash on hand has adjusted. For the…
Read More