by Mike Plumlee Financial Advisor | Dec 3, 2020 | Blog, Finance, Financial Planning, James Michael Plumlee
Estate planning isn’t just for the wealthy, as many people assume. Failing to create a thorough plan can leave your assets’ care and the future of your loved ones at risk. This guide shows why it’s important to develop a plan and adjust it over the...
by Mike Plumlee Financial Advisor | Nov 4, 2020 | Blog, Finance, James Michael Plumlee
College is tremendously expensive, and there is no end in sight to increases. Smart parents plan for this expense early on, often with a financial advisor. There are several factors involved. Fee structure When selecting your financial advisor, be sure to be aware of...
by Mike Plumlee Financial Advisor | Oct 6, 2020 | Blog, Finance, Financial Planning, James Michael Plumlee
Learning to invest can seem intimidating. But investing can be a key to moving from a paycheck-to-paycheck lifestyle to one of wealth. And the truth is, it doesn’t take a lot of money to get started when it comes to investing. Today, there are plenty of...
by Mike Plumlee Financial Advisor | Sep 14, 2020 | Blog, Finance, James Michael Plumlee
Finance is a highly technical subject that takes years to learn and fully master. Supplementing your formal education or job experience with these five finance books can help you master the subject faster. That being said, these titles are also a good read for finance...
by Mike Plumlee Financial Advisor | Apr 30, 2020 | Blog, Finance, James Michael Plumlee, Mike Plumlee
In many instances, investors suffer from a dilemma of whether to invest in initial public offerings or not. Popularly known as IPO (Initial Public Offerings) is the process of publicly trading the company’s shares in a new stock issuance. This mostly happens...
by Mike Plumlee Financial Advisor | Mar 30, 2020 | Blog, Finance, Financial Planning, James Michael Plumlee
Millions of Americans receive a tax refund each year. For some, this is inevitable because of their income levels. For others, it’s due to their withholding. There are ways to maximize a tax return. Some will lead to higher refunds, while others will lead to a...
