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New Year, new goals. What is your big, bold goal for retirement? And what legacy do you want to leave behind? These are some of the key questions one of our advisors might ask when they are getting...

You've probably heard the saying, "If you keep doing the right things, you'll eventually get the results you want." This wise advice applies to situations where you're putting in a lot of effort but...

The holidays can be a difficult time for many people. It’s also a time of thanks and gatherings with family and friends. Harvard Medical School’s research states, "Each holiday season comes with...

Investing can be overwhelming, confusing, exhilarating, and daunting all at the same time. It takes effort, discipline, and even sacrifice to save a significant portion of your income for retirement....

I get in trouble a lot. I don’t mean to, it just happens. I write and talk about economic issues because they impact daily life and the welfare of our clients. The “dealings of my trade” are to...

Even as the stock market has continued to recently climb month in and month out, investors are becoming uneasy.1 They worry that inflation will once again run rampant. That the Fed will not cut...

Don't Put All Your Eggs... Have you ever finished someone else’s sentence in your head only to be surprised by what they actually said?  Newly into my career, I was in Opelika, Alabama to conduct a...

The holidays, especially Christmas, are supposed to be a time of joy and goodwill. But when you're feeling the pressure to give a "significant" gift, not only are you the opposite of joyful, but that...

Favorable tax treatment is one of the main reasons for buying an annuity. But what exactly are the tax benefits? And are there any drawbacks? It’s important to know the answers to these questions...