4 Points to Consider When Selecting a Health Insurance Plan … and Why an Advisor Can Help

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

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

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,...

How Longevity Has Changed Retirement and the Meaning of Reasonable Risk

People are living longer, and that may be a blessing, but when those same people don’t apply that fact to their retirement plan, it can...

Understanding Investment Expenses and the Different Kinds of Financial Services

When it comes to hiring a financial advisor, what are you really paying for? What kinds of financial services are you getting for your dollar?...

The Financial Equation: Bear Markets … Time to Panic?

President Trump’s handling of both trade issues and the fed interest-rate hikes has caused some market volatility, and many world stock markets have either fallen...

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