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Wayne Jordan
- Nov 22
Family, Feasts, and Finances
Thanksgiving is not only a time for turkey and pumpkin pie but also an opportunity to reflect on the bonds that tie us together. In the...

Molly Jordan
- Nov 15
Reduce your Taxes with Tax Loss Harvesting
Find out what Tax Loss Harvesting is and how it can save you on taxes!

Michael Dayoub
- Oct 23
Can you afford your dream college?
Send this article if you know a high school senior who hasn't thought about college debt. https://wapo.st/3s03gT6


Wayne Jordan
- Jun 7
Tax-free growth with an HSA
When most of us think of retirement planning we think about our 401(k)s or IRAs. We don’t typically think about a Health Savings Account...


Wayne Jordan
- May 17
Stop logging in so much
I’ll admit it. I check my investment accounts too much. I know I'm not alone. There are a lot of people who like to stay well-informed on...


Wayne Jordan
- May 5
Rainy Day (Funds) Looking Brighter
Hopefully you’ve got a rainy day/emergency fund set aside for unforeseen expenses. Throughout the past decade with super-low interest...
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