Eight Interesting Things to Know About the Election
“It’s tough to make predictions, especially about the future.” Yogi Berra, Yankee great and Hall of Fame catcher.
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How Will You Measure Financial Goals in 2017?
Published By Ron Carson This is the time of year when many of us make resolutions and set big goals. Unfortunately, the promises we make to ourselves often get broken. Why? Many of us take the DIY approach, start out with great enthusiasm and, as life brings interruptions, gradually lose fo …
Your Family Index Number: Defining Your Future With Confidence
Long-term financial security is a goal most investors aspire to, yet accomplished individuals and families know that attaining this objective requires more than hard work and luck. Check out our free guide which discusses how a personalized and focused approach begins with determining your …
Seven Financial Actions to Consider Before 2017
Published by Scott Ford The last months of the year are always hectic due to the holidays, end-of-the-year projects at work, and, in terms of this year, a heated presidential election. While you likely have plenty on your plate, don’t neglect your financial strategies. Review these seven ac …
Year End Tax Tips
Published by Mark Lookabill It’s not too late! Before the clock strikes midnight on January 31, you still have time to potentially take some steps to lower your 2016 taxes. Here are six of my end of year tax tips:
Investing in Yourself is The Best Decision for The Future
Published by Teresa Milner A young lady was referred to me for my financial services this past month. We got together for lunch and by the end of our time together, she may have felt more like she was speaking to her mother. The more she shared her current situation, the more I realized she …
Unintended Consequences of a Minor Child as Beneficiary
Published by Beth Schanou, Director of Wealth and Estate Planning When you hear “estate planning,” what comes to mind? Some of the things that come to mind for many are the need to work with an estate planning attorney and having long, hard to read documents drafted. That is part of it. Th …
