A viral social media post promises a retirees can pull $10,000 a month tax-free. Beware of “secret tax loopholes” advertised online are not what they appear.
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Jayson Owens
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We don’t trade stocks, and neither should you
Picking individual stocks undermines true financial success. Comprehensive planning makes a far greater impact on lifetime success than investment selection.
Can your financial plan handle a storm?
Some financial advisors are like an experienced farm hand. They’ve seen storms come and go. We build holistic financial plans so you can sleep through the storm.
Everyone wants to be rich
I personally want to save money, but I would rather find a shortcut. Do shortcuts work? How can you save money when there’s so much encouragement to spend?
7 signs you need a new financial advisor
When 90% of advisors are overcharging clients through hidden fees, change might be a good idea. But, how do you know you really need a new financial advisor?
A financial advisor’s guide to college planning
Practical strategies for balancing educational goals with financial well-being, ensuring a rewarding college experience without overwhelming debt.
9 Steps to a Better Financial Future (Not an exhaustive list!)
We cannot know what the future holds, but my goal is to help you understand the risks and protect your financial future with these 9 simple steps.
Should you count on Social Security?
While there are challenges ahead, ignoring Social Security completely could mean missing out on income that may still play a role in your financial future.
What does a financial advisor do anyway?
A financial advisor can be helpful both in times of calm and times of chaos by conducting financial planning, asset management, and relationship management.
The Tale of Two Financial Advisors: Fiduciary vs. Suitability Standards
How do you choose a financial advisor that you can trust? Understand the difference between financial advisors held to fiduciary standards vs. suitability standards.
Jayson Owens
Jayson Owens is a fee-only fiduciary CERTIFIED FINANCIAL PLANNER™ with offices in Anchorage, AK and Tacoma, WA, serving clients throughout the U.S. He works with clients, both in person and virtually, to optimize their unique financial situations. As a fiduciary, he focuses on comprehensive financial planning, sudden wealth issues, and investment management to help clients in all financial situations organize, grow, and protect their assets. Jayson's bio | Jayson's articles