5 Follow-Ups for Success
By Mason Jones, CFP® It is easy to forget why we are here, what we want, and most importantly, what we value because of the mundane details of everyday life. With that said, since we are a month into the new year, there is no better time than right now to share a […]
Breaking Down the CARES Act – Specific Planning Opportunities
By: Mason M. Jones, CFP®, Advisor As the saying goes, April showers bring May flowers. While the trees continue to bud and flowers bloom, families and businesses across the country continue to struggle with COVID-19 uncertainty. The CARES Act made its way through Washington quickly and covers a lot of ground. The $2.2 trillion deal was […]
Are Target Date Funds a Bulls-eye or off the Board?
Target Date Funds Explained By Mason Jones, CFP® Target date funds (TDFs) have been around for over two decades. These funds are meant to help investors simplify their decision-making in how to allocate and diversify their assets, especially as they get closer to retirement age. The funds are created by a specific mutual fund […]
