Brent McCrary, CFP - Certified Financial Planner Professional

Test your estate strategy knowledge with this short quiz.

Test Your Estate Strategy Knowledge Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

Earnings season can move markets. Find out why.

Earnings for All Seasons Earnings season can move markets. What is it and why is it important?

Even the most seasoned investors are prone to biases affecting their financial choices. Learn more in this message.

Do Our Biases Affect Our Financial Choices? Even the most seasoned investors have biases affecting their financial choices.

Do you know how long it may take for your investments to double in value?

The Rule of 72 Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Periodic withdrawals in retirement may not be such a good idea.

Systematic Withdrawals in Retirement Taking regular, periodic withdrawals during retirement can be quite problematic.

There are benefits and limitations when you decide to donate stock. Learn more from our message.

Making a Charitable Contribution There are benefits and limitations when you decide to donate stock.

Are dividends a key component when evaluating investment opportunities? Learn more.

What Is the Dividend Yield? This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Why are they made again and again? This piece helps make sense of these errors in judgement.

Navigating Retirement Pitfalls Why are they made again and again? Making sense of these errors in judgement.

Do you know what your needs are, when you’re married, with children?

Insurance Needs Assessment: Married With Children When you’re married and have children, insurance needs will be different.

How prepared are you for retirement?

The Pre-Retirement Checklist This checklist can give you a quick snapshot of how prepared you are.

Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often overlooked points?

Mortgages in Retirement Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

The IRS can tax up to 85% of Social Security benefits. It may be possible to manage the tax bill.

Social Security Taxes Estimate how much of your Social Security benefit may be considered taxable.

With increasing wealth comes unique financial challenges.

Investment Challenges of the Affluent Investor Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.

To Buy or Not to Buy The decision whether to buy or rent a home may have long-term implications.

Are you getting ready to retire? Retirement strategy isn’t entirely financial. Consider these matters in this helpful piece.

Retirement Questions That Have Nothing to Do With Money Things to consider before retirement.

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?

Understanding Marginal Income Tax Brackets An inside look at how marginal income tax brackets work.

You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:

Breaking Down the Parts of Medicare Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.

Many have heard they should avoid probate; do you understand what probate is and how it works?

Problems with Probate Probate can be a completely public process, or it can be managed to include as little information as possible.

Second homes have unique risks and insuring them is different than a primary home.

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Women control \$10 trillion in financial assets. That figure is expected to rise to \$30 trillion by 2030.

Women on the Rise Explore the growing influence women wield over the economy with this handy infographic.

A few strategies that may help you maximize your Social Security income.

Social Security: Maximizing Benefits There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

U.S. Service Members should consider taking advantage of programs that are available.

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Are you planning to work after taking Social Security benefits? Know the rules.

How Will Working Affect Social Security Benefits? Knowing the rules may help you decide when to start benefits.

Want to test your life insurance knowledge? Take our quiz and find out where you rank.

Test Your Life Insurance Knowledge How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

Compare your taxable investment to a tax-deferred one. The results may surprise you.

Comparing Investments This calculator compares the net gain of a taxable investment versus a tax-favored one.

Surprises crop up every day, and they’re a great reason to work with us.

Surprises Making the most of surprises is a great reason to work with us.

Women face unique challenges when planning for retirement, but it’s nothing you can’t handle. Read more now.

Helpful Retirement Strategies for Women Learn how to address the challenges that women face when planning for retirement.