Budget

Spring Clean Your Finances

Spring is an ideal time to take a look at your finances to make sure you’re on track for the rest of the year.

Here are some ways you can spruce up your finances this season.

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401(k)

Should I Rollover a Dormant 401(k)

If you have a dormant account from a previous employer, you may be wondering what you should do with it. Here are some things to consider as you work through your decision process.

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Annuities

Ask Aaron: Are Annuities Bad?

So which is it? Are annuities bad? Or are they all they’re cracked up to be? Let’s take a deeper look with Certified Financial Planner, Aaron Puckett.

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Financial notebook, plan, and coffee
investing

What Is Sustainable Investing?

How important is it to you that companies you invest in uphold certain ethical standards? Sustainable investing is a component of investing that is related to investors finding companies that align with their moral and ethical standards.

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Dollar Bills - Puckett and Sturgill Financial Group
filing taxes

How to Prepare Your Tax Strategy

With tax law changes and your own personal income and investment records, this year could be shaping up to be a lot different than past years. While you gather your information for filing, consider some of the following ways to prepare your tax strategy this spring.

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