From Our President, Retirement Planning

What’s All This Fuss About Interest Rates?

There has been a lot of discussion on the Federal Open Market Committee's (FOMC) plans to increase interest rates. Unfortunately,...

From Our President, Retirement Planning

The 4 Levers of Financial Planning

Financial Planning can be very complicated. To help everyone I work with, I'm always trying to simplify the...

From Our President, Retirement Planning

6 Lessons Learned From the Worst Dow Plunge Ever

When the Dow Jones drops, it can catch you off-guard. Here are six lessons we can learn from experiences like...

Financial Facts, From Our President, Retirement Planning

Retrain Your Thinking: Stocks Vs. Real Estate

So many of us have strong opinions concerning stock investments vs. real estate investments. There is a stark difference on...

From Our President, Retirement Planning

What Does This New Tax Plan Mean to Me?

There's no secret; a lot of change is coming with the proposed tax bill dubbed the Tax Cut & Jobs...

From Our President, Retirement Planning

Referrals: An Often Overlooked Holiday Gift

The system of referrals is not unique to the financial planning world; however, it is critical to the people we...

From Our President, Hot Topics, Retirement Planning

12 End of Year Planning Tips

With year-end quickly approaching there are only a few more weeks to get those last minute planning items taken care...

From Our President, Retirement Planning

Our Company Values: This is Us

Our employees know our value system - we live it, breathe it, and make it part of our daily work...

Banking, From Our President, Retirement Planning

Teaching Children about Money and Finances

Consider this: there is no school mandated curriculum on Money. Crazy, right? A foundation of understanding money and finance...

From Our President, Post Retirement Tips, Retirement Planning

Helpful Retirement Statistics

When can I retire? It’s such a common question that I’ve already written a few blogs on the topic. However,...

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