Financially Simple

Getting on the path to simplifying your finances, depends on where you are.
Choose which one best describes you?

October 25, 2016
How to sell your business

Five Pitfalls to Avoid When Exploring How to Sell Your Business

With the volatility in today’s small-business marketplace, many оwnеrѕ may look at how to sell your business. Business owners hope the transition is a smooth and profitable […]
October 25, 2016

A Quiet Week Ends With Indexes Up

A quiet week ends with indexes up, but right now, the general market sentiment seems unsure about where it stands and where to go from here. […]
October 25, 2016
Early Withdrawal from a retirement account

Are You Subject to the Alternative Minimum Tax?

If you’re unfamiliar with the Alternative Minimum Tax, or the AMT, it may not affect you. The AMT forces many wealthy taxpayers who qualify for certain exemptions […]
October 24, 2016

What is the fastest way to get out of debt?

Justin Goodbread, CFP(R), Financial Advisor and Wealth Manager with and address the popular question, “How do I get out of debt.” We all have […]
October 18, 2016
2016 Election and the Stock Market

The 2016 Election and the Stock Market

Over the past few months, the election and the stock market are topics of discussion on everyone’s lips. Now we are less than a month away […]
October 18, 2016

Understanding the Small Business Healthcare Tax Credit

Small Business Healthcare Tax Credit The Small Business Healthcare Tax Credit helps small businesses and tax-exempt organizations afford the health care they provide their employees. Your […]
October 18, 2016

How Much Will Hurricane Matthew Cost?

Counting the Cost of Hurricanes Whenever disaster strikes, people often wonder: What’s all this going to cost? Though the human toll of injury and death may […]
October 17, 2016

What you should know about RMD’s

If you’re nearing retirement age, you may have questions about Required Minimum Distributions or RMDs. The rules surrounding RMDs are sometimes vague and unclear. However, you may […]