Category: blog

Alabama Tax Credit Could Lead to Even Greater Savings For Those With Alternative Minimum Tax (AMT)

Written by Jessica Smith on April 24, 2015. Posted in blog, Tax Planning.

An AL.com contributor called the Alabama Accountability Tax Act of 2013 the “most radical education reform in decades”. Similar legislation had only been passed in 16 other states at the time...

A Goal Without a Plan

Written by Jeff Jones on March 25, 2014. Posted in blog.

“He who fails to plan is planning to fail.” ~Winston Churchill I’ve heard it said that a goal without a plan is just a dream. How often have we set a New Year’s resolution only to see it fall by...

Retire with Purpose

Written by Jessica Smith on July 22, 2013. Posted in blog, Retirement Planning.

“When would you like to retire?” It is one of those questions we always ask when we begin working with a client and it is a question that is revisited throughout the relationship. Why wouldn’t...

Preparing for the Catastrophic

Written by Jessica Smith on February 27, 2013. Posted in blog, Insurance Planning.

A couple weeks ago, I received some devastating news- family friends lost their home and everything they owned to a fire. Luckily, they, along with their two dogs were able to get out of the house...