Should You Sell or Rent Out Your Home – 9 Considerations for Homeowners
By: Gary Williams
You’ve decided to move. Your next thought might be: “Is it smarter to sell or rent out my home?” Owning a rental property can prove...
What to Consider When Selecting a Financial Advisor
By: Adam Wojtkowski
Selecting a financial advisor can be a complicated task with so many factors to take into consideration. Whether you’ve had a longstanding relationship with an...
Retirement Planning: Can Alternative Investments Help You Weather Volatile Markets?
By: Gary Williams
When planning for retirement, you have to balance taking too much risk and too little risk with your investments. Being too conservative creates the potential...
4 Points to Consider When Selecting a Health Insurance Plan … and Why an Advisor Can Help
By: Gary Williams
You know the old saying, “The only things you can be sure of in this life are death and taxes.” Well, we think that should...
Why Independent Financial Planners are Better than Advisors Who Work at a Big Firm
By: Lauren Aimes
Myth: Working with a financial planner from a big, well-known firm is always best. Truth: Small, independent financial planners offer huge benefits for an investor....
What Are Those Letters After Your Name? Credentials for Financial Advisors Explained
By: Lauren Aimes
Alphabet soup. It’s a real thing. And it’s a problem. Alphabet soup refers to the abundance of acronyms typically found after a professional’s title. Doctors,...