Could a Defined Benefit Plan Reduce Taxes for Your Business?
By Craig Childress, CFP® One of the most frequent issues small companies deal with is funding the personal retirement plan of the business owner. Some company owners can make use of special opportunities provided by defined benefit plans (DBPs) to significantly...
How to Protect Your Wealth in a Volatile Market
By Craig Childress, CFP® Author of Practically Investing: Smart Investment Techniques Your Neighbor Doesn’t Know, Coreen T. Sol said, “Volatility in the up direction is not a problem—it’s only downward volatility that offers discourse.” Unfortunately, that downward...
Who We Serve and What We Do Best
By Craig Childress, CFP® Does it seem like things in our world are becoming increasingly uncertain? Everywhere we turn things keep changing; the state of the economy, political unrest, the housing market, and even the weather are unpredictable. This uncertainty can...
Why I Became a Financial Advisor
By Craig Childress, CFP® Life is full of unexpected twists and turns. That’s what makes it interesting, right? Often we think the path we are on is the right one, but there may be something better for us. This is important to keep in mind when we get thrown off course...
