Jayson M. Thornton, CFPNov 26, 20232 minHOLIDAY SEASON IS A GREAT TIME FOR A FINANCIAL CHECKUPAs the holiday season draws near and your calendar fills with celebrations, you may be thinking less and less about finances. You might...
Jayson M. Thornton, CFPNov 2, 20233 minDo Financial Advisors Prepare Tax Returns?Taxes can be among the most complex, confusing financial issues you face. From counting deductions to claiming tax credits, it’s easy to...
Jayson M. Thornton, CFPAug 13, 20233 min3 COMMON MONEY MISTAKES AND HOW TO AVOID THEMMoney mistakes are easy to make, especially if you’re not aware of what to watch out for. Behavioral biases are often at the root of many...
Jayson M. Thornton, CFPJul 20, 20231 minWhat Is An Advice-Only Financial Planner?Advice-Only financial planning is a fee-only model that serves clients without the product sales or AUM.