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7 Simple Steps to True Financial Freedom – Part 3

February 2, 2016 By Tyler A. Gray, CFP®, CKA®, AIF®

basic three darts

Several months ago, I started a series called, “7 Simple Steps to True Financial Freedom.” In the coming weeks, we’ll take a look at each step, in detail, so you can learn how to make 2016 your best money year yet! Just as a reminder, below is a brief outline of the steps I mentioned… Read More

Filed Under: Estate Planning, Insurance, Investing & Retirement

The Most Important Estate Planning Document You Don’t Have

May 7, 2014 By Tyler A. Gray, CFP®, CKA®, AIF®

ice folder estate planning document

Besides a will, an ICE folder is one of the most important estate planning documents everyone should have. If I had to guess though, I’ll bet that most of you reading this have never even heard of an ICE folder. Similar to the financial planning tool we talked about in the last post, it’s an… Read More

Filed Under: Estate Planning

One Financial Tool You Need, But Probably Don’t Have

April 29, 2014 By Tyler A. Gray, CFP®, CKA®, AIF®

a password manager is a financial tool

No, it’s not a budget. It’s not a checking account. It’s not a 401(k). Those are all good tools, but what I’m talking about is something most people have never heard of and is incredibly vital to protecting yourself from identity theft. It’s also an instrumental part of a good estate plan. It’s called a… Read More

Filed Under: Estate Planning

7 Estate Planning Documents Everyone Needs-Part 2

September 18, 2013 By Tyler A. Gray, CFP®, CKA®, AIF®

estate planning documents

There are 7 estate planning documents that I think everyone needs regardless of their age or stage of life. In my last post, I talked about the 4 estate planning documents you need in relation to your financial and personal affairs. In this post, we’ll talk about the 3 documents you need related to your… Read More

Filed Under: Estate Planning

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Recent Blog Posts

  • Quarterly Market Review – Second Quarter 2016
  • Quarterly Market Review – First Quarter 2016
  • Is Your Financial Planner Certified? (Video)
  • 7 Simple Steps to True Financial Freedom – Part 4
  • How Can You Guard Yourself Against Identity Theft?

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Advisory services offered through SageOak Financial, LLC, a registered investment adviser with the U.S. Securities and Exchange Commission. Seasons Financial Group is a tradename of SageOak Financial, LLC.