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Articles

Mark Mcfarland | Mar 8, 2022

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
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Mark Mcfarland | Mar 1, 2022

5 Things to Teach Your Kids About Finances

Education
Family
Savings

If you’ve spent more than five minutes on a kid’s television network, you’ve seen just how inundated young kids are with commercials for everything from the

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Mark Mcfarland | Feb 22, 2022

Understanding Tax Scams

Tax Planning
Tax scams are likely to increase over the next few months. Here’s how to spot one.
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Mark Mcfarland | Feb 15, 2022

Easy Tips to Take Time Off Taxes

Tax Planning
April 18th is fast approaching. Here's how to stay organized so you can get your taxes filed.
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Mark Mcfarland | Feb 8, 2022

Finance Cost of Owning a Pet

Family
Finance
Lifestyle

Has a dog or cat grabbed hold of your heart?  It doesn’t take much. A paw on the arm. A lick on the nose, or a soft purr or whimper can turn most of us into dog

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Mark Mcfarland | Feb 1, 2022

Finance Home Costs

Finance
Property
Real Estate

There’s nothing more exciting than buying your first home. Whether it’s a condo for one, a sprawling mansion, or anything in between, buying your first home

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Mark Mcfarland | Jan 25, 2022

Why Financial Professionals Are Still Important

Robo Advisors
Finance
With the popularity of robo-advisors, are financial professionals still necessary?
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Mark Mcfarland | Jan 18, 2022

How Habits can Impact Your Finances

Finance
Unhappy with your current financial situation? Your daily habits may be to blame.
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Mark Mcfarland | Jan 11, 2022

Top 5 Things 20-Somethings Need to Do

Education
Savings
College
Lifestyle
Finance

If you’re in your 20s, rejoice! You’re in a great position to create the life you want, starting with a secure financial future. While it’s common to feel

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Mark Mcfarland | Jan 4, 2022

Financial Designations

Finance
Education

Have you ever wondered exactly what those initials after a financial professional’s name mean?  You’re definitely not alone. The easy way to tell is to visit

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Mark Mcfarland | Dec 28, 2021

Financial Resolutions: 7 Tips to Keep You Accountable

Finance
Savings
Setting a finance-related resolution in 2022? Here are some ideas to help you stay on track.
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Mark Mcfarland | Dec 21, 2021

Why You Need an Investment Philosophy

Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
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