Investor's Resource

09/01/2026

Work in government contracting, defense, or aerospace? Budget headlines and policy shifts can feel personal when your job is tied to federal contracts.

Shari Moxley, CFP, Author's blog breaks down how to plan smart even when things feel unpredictable, from managing irregular bonus income to knowing the difference between a funding delay and a funding cut.

Check it out and let us know: what's your biggest financial planning question as a contractor? 👇

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Government Contractors and Today’s Environment: Planning Through Uncertainty For those working in or alongside the government contracting space, particularly in areas like defense, aerospace, and technology, today’s political and economic climate can feel especially relevant. Policy changes, bud...

08/25/2026

Just saying … ! If you aren’t IN and have hard questions, this is an opportunity!

Only 7 seats remain and registration closes Wednesday!

If you are making money in your business but still questioning whether you are making the right financial decisions, this Lunch & Learn is for you.

We are going beyond the basics to talk about how the financial pieces of your business work together, including:

• Profitability—not simply generating more revenue
• Tax strategy and year-round decision-making
• Cash-flow planning
• Paying yourself appropriately
• Building a strong banking relationship
• Knowing when borrowing is strategic
• Turning business income into long-term personal wealth

You will hear directly from three experienced financial professionals; Ashley Harper, CPA, Lara Brown, financial advisor, and Leslie Watts, private banker and have the opportunity to ask questions about the decisions you are facing in your own business.

Only 7 seats are still available, and registration closes Wednesday. If you have been thinking about joining us, now is the time to claim your seat.

Register here: https://www.awakenandaccelerate.com/event-details/lunch-learn-financial-foundations-for-female-leaders

08/25/2026

The 30-year Treasury has climbed to levels we haven't seen in decades, and if you've been hearing about it and wondering what it actually means, this one's worth a watch.

Rick Wedell of RFG Advisory breaks down what's driving yields higher and how rates can touch everything from mortgages to borrowing costs to the broader economy, in plain English. 🎥

Have questions about how any of this fits into your own plan? We're always happy to talk.

08/19/2026

Excited for our very own,Lara Brown, to be a part of this event! More details below.

Exciting News! This month we are launching our very first in-person Awaken Professional Development Lunch & Learn.

I am thrilled to kick things off with three power-house business women.

Join Ashley Harper, CPA; Lara Brown, Financial Advisor; and Leslie Watts, Premier Private Banker for a candid, integrated conversation about the financial decisions that shape both your business and your future.

We’ll connect the dots between profitability, taxes, cash flow, banking, borrowing, paying yourself, and building personal wealth. Topics business owners are often forced to navigate separately.

Three financial experts. Three distinct perspectives. One room and the opportunity to ask the questions that could change how you lead and grow your business.

Find all the details and register here: https://www.awakenandaccelerate.com/event-details/lunch-learn-financial-foundations-for-female-leaders

08/18/2026

Estate planning isn’t just about what happens to your assets. It’s about making things easier for the people you love.

A thoughtful estate plan can help ensure your wishes are clear, important decisions are documented, and your family isn’t left trying to sort through difficult questions during an already difficult time.

In our latest blog, we break down the key pieces every family should consider, from wills and powers of attorney to healthcare directives, beneficiary designations, trusts, and digital assets.

Not sure if your estate plan has everything it should? Read the full article, then contact Investor’s Resource to start a conversation about putting the right plan in place for your family.

Read more at our latest blog:

Estate planning essentials every family should have in place, from wills and powers of attorney to beneficiaries, trusts, and assets.

08/13/2026

Ever wonder how families pass down wealth and keep it protected for generations? Trusts are one of the go-to tools, but there's a lot more to them than.

Our blog below covers the basics: revocable vs. irrevocable trusts, different trust types (like ILITs and Dynasty Trusts ), and what a trustee actually does. Whether you're just starting to think about estate planning or want to fine-tune your existing plan, this one's worth a read!

Check it out here: https://www.invresource.com/insights/news-insights/how-to-use-trusts-for-generational-wealth-transfer/
💬 Got questions about trusts? Drop them below and we're happy to chat!

Learn how to use trusts for generational wealth transfer, including irrevocable trust strategies, estate planning benefits, and key tax considerations.

08/04/2026

Shari had a great day of strategy talk in Birmingham last week! 🎉

She sat down for a long lunch with Shannon Spotswood (President of RFG Advisory) and Alison Frizzle (Clearview Strategy Partners); two amazing entrepreneurial women who brought a ton of insight to the table.

They talked business, clients, team growth, and brainstormed ways to keep giving our clients the exceptional experience they deserve as we continue to grow. 💛

So grateful for connections like these that keep us sharp and client-focused!

Your Trusted Partner for Life 🤝

07/30/2026

Fall will be here before we know it. Before schedules get busier, take a few minutes to check in on your financial picture.

From your budget and retirement contributions to tax withholding, insurance coverage, beneficiaries, and long-term goals, a mid-year review can help you make adjustments while there is still time left in the year. Read our latest blog for five areas worth reviewing before fall.

https://www.invresource.com/insights/news-insights/mid-year-financial-checkup-5-things-to-review-before-fall/

07/28/2026

Last week Shari Moxley, CFP, Author had the privilege of hosting friends and neighbors for a Summer Soiree and book signing. What a wonderful evening celebrating community and Shari's book, Change in My Pocket.

07/14/2026

Owning property in more than one state can add another layer of complexity to your estate plan. At our recent estate planning event, attorney Doug Martinson explained how a trust may help families avoid probate, including additional probate proceedings for out-of-state property.

Watch to learn how the right planning can simplify the transfer of your assets and make things easier for the people you care about most. At Investor’s Resource, we work alongside trusted legal and tax professionals to help ensure every part of your financial plan works together.