04/03/2024
Join us for a Free Workshop on April 11, 2024 at 6pm! Seating is limited, register on the link below.
Planning for Those with Special Needs & Care Concerns
Individuals with special needs or disabilities often require a lifetime of care.
03/27/2023
How do you feel about taxes? More importantly, what do you KNOW about taxes? Your understanding of tax basics and intricacies can dramatically change your tax time experience — it may even change your feelings about taxes. Test your knowledge with a 7-question Tax Literacy quiz.
Can You Ace This Basic Tax Literacy Quiz?
See what you know & don't know (& why it matters).
03/20/2023
Who should take the standard deduction? Which strategies affect how much tax you owe? Do your tax dollars REALLY keep the country running? Do you know? Test your knowledge with our Tax Literacy Quiz.
7 Questions Put Your Tax Knowledge to the Test
Will you get the questions about 2023 taxes right?
03/13/2023
Do you know more about taxes than the taxpayer next to you? Understanding even the basics of taxes can give you an advantage when tax season comes. Take our 2-minute quiz and test your knowledge!
Tax Quiz: What Do You Really Know About Taxes?
Find out if you know the basics in less than 2 min.
02/04/2023
For those in Baton Rouge with $500K to invest — what do you need to know about how markets performed in Q4? What did savvy investors take away from another confusing quarter? We break down what you need to know in this quick, 5-minute financial update.
Markets were tough in 2022
We broke down markets into a 5-minute read
01/30/2023
These Are the Thinking Habits Most Likely to Destroy Your Life, According to a Therapist
Here's how to identify negative thought patters, and practical exercises to help you redirect your fears.
01/29/2023
Why Is Gas So Expensive Lately?
You and your pockets have likely noticed the massive increase in gas prices. Here's Entrepreneur's take on why it's happening and what you can do to save on gas.
01/28/2023
What’s left of the markets after the last quarter? Do we have anything to look forward to in the months ahead? We break down what you need to know about the markets and the economy in this quick 5-minute read. Check it out!
We Broke Down Markets Into a 5-minute Read
Here's what savvy investors should know
01/27/2023
The Patrick Mahomes Generation Has Finally Conquered the NFL
Tom Brady and Aaron Rodgers declined this season. All eight quarterbacks left in the playoffs are in their 20s. The next wave of quarterbacks has taken over the league.