By Community First Financial Advisors Only 24 percent of adults have an estate strategy document, such as a will, in place, which may not be entirely surprising.
By Community First Financial Advisors The end of the year is a time when families often gather together making it a good time to review your beneficiary designations and ensure they are complete and reflect your current wishes.
By Community First Financial Advisors As 2025 comes to a close, now may be the ideal time to review your tax strategy and find potential opportunities.
By Community First Financial Advisors Are you a middle-aged adult juggling raising children and providing care for an aging parent?
By Community First Financial AdvisorsSome of the biggest challenges many face when it comes to education are financial. Luckily, a 529 college savings plan can help.
By Community First Financial AdvisorsIf you have Medicare, open enrollment is a great time to review your options and confirm your coverage still fits your needs.