Financial Planning Living Within Your Means Freedom. What does that word mean to you? How does it relate to money? You…Tim RowlandOctober 24, 2019
Financial Planning New Medicare Cards Are Coming Are you currently receiving Medicare? To help prevent fraud and fight identity theft, Medicare is…Tim RowlandJune 14, 2018
Financial Planning Sequester – Does it Matter? What is the sequester? It is a package of forced budget cuts suggested by the…Tim RowlandApril 30, 2018
Financial PlanningInvestingWealth Management How to Protect Yourself Against Identity Theft Massive computer hacks and data breaches are now common occurrences. Now, more than ever,…Tim RowlandMarch 27, 2018
Financial PlanningInvesting Changes to Your Situation You may recall when you receive a Meeting Summary Memo (MSM), the phrase "contact us…Lacee FloydMarch 27, 2018
Financial PlanningTaxes Tax Cuts and Jobs Act: Impact on Individuals On December 22, 2017, President Trump signed into law the Tax Cuts and Jobs…Jaron CarmichaelJanuary 23, 2018
Financial PlanningInvesting Education Topics: Reaching Your Goals "Wealth" is not the end-goal, but rather a helpful tool in reaching your goals. Our…Lacee FloydApril 20, 2017
Financial PlanningInvesting Goal Setting: How Important? The feedback received from clients participating in our "Financial Vision" process confirms that goal-setting is very…Tim RowlandSeptember 5, 2016
Financial Planning Can Money Buy You Happiness? Recently during a meeting, a client said, "I want to trade this (his portfolio) for…Tim RowlandMay 26, 2016
Financial PlanningInvesting Financial Planning: Helping You Reach Your Goals An academic study of 36 retirement planning tools, widely available online, concluded “in most cases,…Tim RowlandMarch 20, 2016