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Using Your Tax Refund for Retirement Financial Planning

The tax filing deadline was delayed for three months in 2020 due to the coronavirus pandemic. As a result, many of those who filed their taxes in July have recently received their income tax refunds. A tax refund can feel like a windfall, and many pe… Read More

Is Now a Good Time to Refinance My Mortgage?

The coronavirus pandemic has wrought havoc not only with people’s health and day-to-day lives, but with their finances. Some people are looking for a financial silver lining to this dark cloud in the form of a mortgage refinance. With a recent drop… Read More

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I greatly respect Ted’s knowledge of and expertise in the areas of trust and estate planning, asset protection planning, business planning, medicaid planning, and charitable planning. He is an expert in his field and is innovative and thorough… Read More
– Thomas C. Sturgill, Owner, The Law Offices of Thomas C. Sturgill, PSC

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