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Lifestyle & Money, Budgeting & Financial Foundations Michael Hollis, CFP® Lifestyle & Money, Budgeting & Financial Foundations Michael Hollis, CFP®

Love and Money: Building Strong Relationships Through Financial Unity

Money isn’t just about dollars and cents; it’s a reflection of trust, communication, and shared goals in a relationship. Whether you’re overcoming past financial mistakes, aligning your spending habits, or setting long-term goals, the key is working as a team.

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Estate & Legacy Planning Michael Hollis, CFP® Estate & Legacy Planning Michael Hollis, CFP®

Passing the Torch – Four Elements for Creating Your Legacy

In the next two decades, a whopping $68 TRILLION is set to pass from the baby boomer crowd to us millennials. That’s a truckload of cash, folks! If you’re wondering how to ensure your hard-earned assets go where you want them to, you’re in the right place. I’m here to equip you with the lingo and insights to kickstart your game plan.

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Tax Planning Mike Heatwole, CFP®, AWMA® Tax Planning Mike Heatwole, CFP®, AWMA®

Updated Child Tax Credit Rules

The updated Child Tax Credit rules offer significant changes that can impact your family's financial situation. Our article breaks down the key updates, eligibility criteria, and how to maximize your benefits.

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