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College and Adult Planning – UGMA/UTMA

What if you could teach your kids about investing with a real-life, real-time investment instrument? That’s what Uniform Gift to Minors Act (UGMA) and Uniform Transfer to Minors Act (UTMA) accounts are. As you can imagine, we love to educate our kids about money. So, for that reason, we find UGMA and UTMA accounts fascinating. […]

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July’s uncommon clients — Josh & Kristin Dunwoody

We are so grateful to be able to work with so many uncommon people. That was why we started the podcast and why we love to highlight people at our holiday party by handing out our Uncommon Life Seals. 

We’d like to start introducing you to some of them.  Please meet Josh Dunwoody. Josh and his wife Kristin […]

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College Planning – 529s

If you are planning on sending your children to college, you have probably heard of 529 plans. Named for Section 529 of the Federal Tax Code, a 529 plan is a college savings account that’s exempt from federal taxes. They have become wildly popular. While they can only be used to fund higher education, there […]

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College and Adulthood Planning – Budgeting

You want to do all you can to launch your kids into adulthood with every advantage you can provide them. That’s only natural. There are numerous investment tools that we’re going to be exploring in the next several articles – but before you get to investing for their future, the most valuable tool you can […]

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College and Adult Planning – Uncommon Banking for Kids

We are producing several articles right now that have to do with helping you and your kids save for their potential college education or for wherever life takes them after high school. One of the unique ways we have to do this is through a tool we refer to as Uncommon Banking. If you follow […]

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Two words you have never heard when it comes to Social Security

There are lots of advisors out there holding luncheons, steak dinners and seminars trying to scare seniors into giving them their numbers, so they can provide a “Social Security report” or filing strategy.” This is a marketing ploy to get more clients. You are tantalized with the thought of missing out on hundreds of thousands […]

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June’s uncommon client — Matt Joens

We are so grateful to be able to work with so many uncommon people. That was why we started the podcast and why we love to highlight people at our holiday party by handing out our Uncommon Life Seals. We’d like to start introducing you to some of them.  Please meet Matt Joens. Matt was […]

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COVID-19 – Final

This will be the last of our COVID-19 posts.  We feel that the United States is flattening the curve and all 50 states are now in some phase of re-opening. We hope these posts have been not only helpful but have given you some insight into how we are staying on top of things that […]

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