Short videos. Straight answers. Smarter planning starts with clear explanations on the topics that matter most to your future.
Today's video features Ken Calcutt and McGee Moody, who unpack education funding and ideas when it comes to college planning and student loans. Enjoy!
Ken Calcutt and McGee Moody give opinions and insight on the government owning shares of private US companies.
Market Update - July/August 2024
Ken lists and explains some of the key ages leading up to, and during retirement.
Ken uses a pie chart to explain the different pieces that make up financial planning.
Ken gives an overview of some non-traditional asset classes that we field questions on from time to time.
Overview of the first few months of 2024 for markets.
Update regarding some general tax information, as well as contributions limit increases to IRAs and 401ks for 2024.
Takeaways from some recent conversations on the topic of technology and the convenience of using technology with cash flow, spending, and budgeting.