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Jul 07, 2020 by BBG Financial Planning

by Lisa Toews-Daugherty

The F-word

In my family, the four letter f-word is FINE, short for Feelings Inside Not Expressed. It’s the answer I get to almost any question I ask our daughters – How was school? Fine. How was practice? Fine. Tell me about your day. It was fine. How do you like the 5-layer chocolate cake I made from scratch with 100% organic ingredients just because I love you? It’s fine, thanks? Drives me crazy. I now preface questions with “...

Jun 02, 2020 by BBG Financial Planning

by Lisa Toews-Daugherty

I’m an avid reader and generally have about three books going at any one time – an “educational” book, a book of fiction, and a romance novel (happy endings people - always!).  I read because I find that the ideas that books contain can truly change my way of thinking and give me that nugget of truth that I can apply across all parts of my life.

I just finished a spiritual book entitled “Between the Dark and the...

Apr 22, 2020 by BBG Financial Planning

By Julie Bradsher, CFP®       

Over the past few weeks, in groups and with one-on-one discussions with clients, friends and family a single question keeps being asked – when this is over, will we be different?  Or will we go back to the way we were before?

First, let’s talk about what “this” is.  The Coronavirus Global Pandemic.  Covid-19.  A new strain of flu that has brought the global...

Avantax financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Securities offered through Avantax Investment ServicesSM Member FINRA, SIPC   Investment Advisory Services offered through Avantax Advisory ServicesSM. Insurance services offered through an Avantax affiliated insurance agency.​ The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Avantax financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Securities offered through Avantax Investment ServicesSM Member FINRA, SIPC   Investment Advisory Services offered through Avantax Advisory ServicesSM. Insurance services offered through an Avantax affiliated insurance agency.​

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.

This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

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