Learn how to best optimize your assets in this uncertain environment Key takeaways  The underlying factors in today's financial environment are different than of 2007....

Dental practice owners have a lot on their plate, the most daunting being the tax forms and legal documents they are responsible for filing each...

Historically, the limitations on 529s had many families hesitant to overfund. But in 2024, unused education savings can be transferred to a beneficiary's retirement account...

Implement these tax-saving action items before year-end This year has been unique. We’ve seen the market rebound and inflation slow down, all while interest rates...

You likely hear the Fed acting ‘hawkish,’ but what does that really mean? It seems pretty ambiguous. The guys break down the Fed’s behavior and...

Today’s high interest rate environment is having a big impact on housing affordability in the U.S. Renting, buying, selling, or even upgrading a house with...

It’s nearing the extended tax return deadline, which means you’re probably gathering the paperwork to file, and making sure you’ve deducted all the little things...

Leverage these strategic tax environments to accumulate wealth faster Key takeaways Better allocation of your money means you don’t have to make more money to...

Does the Fed have a chance to rewrite history? Hunter and guest Brad Sanders go back in time to revisit the steps the Fed took...

In this episode we feature Hunter Satterfield’s recent guest appearance on NDP's Transition Talk, where he sits down with Partner Charles Loretto to discuss the...

What to pay off first in today’s high interest rate environment Key takeaways In the current economic landscape, debt priorities remain the same; however, payment...