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The Jetsons Figured It All Out
Many of you may remember the famous animated show, The Jetsons, which aired on Saturday mornings in the mid to late 80’s. George, Jane,...

Jim Parks, CFP, AIF
May 18, 20201 min read


The Better Angels of our Nature
In his first inaugural address, President Abraham Lincoln urged unity, saying: “We are not enemies, but friends. We must not be enemies....

Jim Parks, CFP, AIF
May 12, 20202 min read


What Do You Get When You Combine Parents, Children, Homeschooling, and Remote Work?
Here are some quotes about pandemic life curated from social media by Fast Company, BoredPanda, Buzzfeed, and Today: “If you had asked me...

Jim Parks, CFP, AIF
May 5, 20201 min read


Avoiding COVID-19 Scams
Scammers, fraudsters, and other criminals are taking advantage of rapidly changing data and facts associated with COVID-19, both in the...

Jim Parks, CFP, AIF
May 4, 20202 min read


CARES Act Webinar Replay from April 24th, 2020
This informative webinar discusses where to begin when determining if benefits of the CARES Act might be helpful to you. Topics Include:...

Jim Parks, CFP, AIF
Apr 27, 20201 min read


Five things to do if you just lost your job.
During the past four weeks, 22 million Americans have filed for unemployment benefits. It’s an enormous number that reflects the...

Jim Parks, CFP, AIF
Apr 21, 20202 min read
How we’re responding to COVID-19
Your financial well-being remains our top priority, and we will continue to serve you at the highest level. You can reach us during...

Jim Parks, CFP, AIF
Apr 16, 20201 min read


Boredom Sparks Creativity
Early last year, Time Magazine cited a study that found boredom may trigger creativity. Time explained, “In the study, people who had...

Jim Parks, CFP, AIF
Apr 14, 20202 min read


Details on Assistance for Small Businesses through the CARES Act
A key component of the recently passed CARES Act is The Paycheck Protection Program. This prioritizes millions of Americans employed by...

Jim Parks, CFP, AIF
Apr 6, 20206 min read


9 Things to Know about the COVID-19 Stimulus Bills
Congress has passed 3 bills aimed at mitigating the economic impact of COVID-19 and putting money into the economy.

Jim Parks, CFP, AIF
Mar 30, 20207 min read


March is Women's History Month
The last few weeks have been challenging and exhausting as we all face the battle against Covid-19. We thought we would take a break from...

Jim Parks, CFP, AIF
Mar 30, 20201 min read


Financial Help During COVID-19 Crisis
The temporary closing of non-essential businesses, shelter-in-place orders, and other changes that have come with efforts to keep COVID-19

Jim Parks, CFP, AIF
Mar 24, 20202 min read


THE ROAD TO RECOVERY PLAYBOOK
After recording two double-digit drops in equity prices over the last three trading days, the global pandemic of COVID-19 has ...

Jim Parks, CFP, AIF
Mar 19, 20208 min read


Ready for a laugh?
During these stressful times, we hope you find some moments of humor and good cheer.

Jim Parks, CFP, AIF
Mar 17, 20201 min read


What you should know about the Coronavirus
The coronavirus is now officially known as Coronavirus Disease 2019 or COVID-19. Last week, it spread to countries outside of China. If ther

Jim Parks, CFP, AIF
Mar 3, 20202 min read


Some people must still take Required Minimum Distributions at 70.5
The Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law late in 2019.

Jim Parks, CFP, AIF
Feb 24, 20201 min read


Valentine's Day: a prelude to spring!
Valentine’s Day…often called the most commercial holiday on the calendar. While it is always a nice excuse to celebrate our loved ones I...

Jim Parks, CFP, AIF
Feb 14, 20202 min read


Do you know a financial two-timer?
In an online poll conducted by YouGov, CreditCards.com asked people how open and honest they are with their spouses and partners about...

Jim Parks
Feb 10, 20201 min read


Take the February Financial Fitness Challenge!
We are now firmly in to 2020 and if your financial planning took a back seat to the rest of your new year's resolutions, now is the time...

Jim Parks, CFP, AIF
Feb 7, 20202 min read


The things we do for pets.
While there is some debate about how many American households include pets - The Washington Post reports estimates from the American Pet...

Jim Parks
Feb 3, 20201 min read
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