Blog

Why Everyone Needs a Financial Quarterback

by Scott Marshall | Jun 28, 2018 | Planning

Who is the overseer of your finances? Is it you? If so, that’s okay for now, but what about when (not if) you’re gone? How can you best care for those you love most with your finances? By having a financial quarterback.

Three Things You Can Do to Start Planning for Retirement

by Scott Marshall | May 31, 2018 | Retirement

Many would like to start planning for retirement but they don’t know where to start. Whether you’re a nerd or a free spirit, here are three things you can do to start planning for retirement.

Say “No” to Instant Gratification

by Scott Marshall | May 6, 2018 | Debt

There’s a word that’s missing from many of our vocabularies in America. That word is “No.” We must learn to say no to instant gratification and yes to patience.

Giving Freely vs. Suffering Want

by Scott Marshall | Apr 2, 2018 | Other

There’s a story about a rich man whose land produced an abundant harvest. He was posed with a dilemma as he already had more than enough, but he didn’t have a place to store these additional crops. His solution was to tear down his existing barns and build bigger...

What Can You Do

by Scott Marshall | Mar 7, 2018 | Budgeting, Debt, Other

I hope you had a nice February. If you live in Mississippi, we had our usual volatile whether. You may need snow gear one day and a swimsuit the next (slight exaggeration but you get the point). Personally, this February is certainly one to remember as I had hip...

So Advisor: How Exactly Are You Paid?

by Scott Marshall | Feb 1, 2018 | Other

I hope your January was a good start to 2018. I read an article recently referring to the third Monday of January as “Blue Monday: The Most Miserable (Planning) Day of the Year.” That certainly got my attention as I’m a planner by trade (and by personality my wife and...

Mississippi Is First

by Scott Marshall | Dec 4, 2017 | Budgeting, Faith

It’s no secret that Mississippi generally ranks first in the bad categories and last in the good categories. But, in this article on MarketWatch, we finally show up first in a positive category! (please pardon the artwork in the article…it’s not ours). I love my...