Blog

Spring Cleaning Your Finances to Lower Your Expenses

  We have all heard about Spring Cleaning and when most of us hear it we immediately think of the dreaded task of cleaning our homes.  Just thinking about it can be overwhelming and frustrating.  There are not many people I know that value and get a great deal of joy out of cleaning. T …

Continue Reading!

Fall Financial Planning

While you’ve probably already begun to enjoy pumpkin spice lattes, several types of pumpkin flavored beer, and most importantly – the start of football season, next week officially marks the first day of fall. As the calendar changes season and we get closer to the end of the year, now is a …

Gun Trusts: A Way to Avoid Unknown and Unintended Risks

America leads the world in gun ownership per capita with 90 guns existing per 100 residents. According to the Pew Research Center, 40% of individuals age 65+ own at least one gun. Some of the guns that are owned are classified as “Title II Firearms” and are regulated by the National Firearm …

What Should I Do With My Old 401(k)?

Your first step should be to talk to Human Resources at your old job, as well as your new job, to get individual information on what each plan allows. Once you know what you can and cannot do, you can follow one of the following steps.

The Too-Good-To-Be-True Dividend

Published by Brett Carson We’ve all heard the saying, “if it’s too good to be true, it probably is.” That’s how I feel about high yielding investments in this ultra-low rate environment. Just recently, my father asked me to look into a stock that was trading at nearly a 19% dividend yield t …

Qualified vs. Non-Qualified – I Don’t Get It?!

Published by Teresa Milner If you’ve ever engaged in a conversation about retirement and you heard the terminology of qualified vs. non-qualified but you had no clue what that meant – know you’re not alone! The following is a basic explanation of the difference:

1 2 3 17 18 19

Get in Touch

In just minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Contact Us
Business professional using his tablet to check his financial numbers

401(k) Calculator

Determine how your retirement account compares to what you may need in retirement.

Get Started