Are you currently receiving Medicare? To help prevent fraud and fight identity theft, Medicare is…
Tim RowlandJune 14, 2018
Massive computer hacks and data breaches are now common occurrences. Now, more than ever,…
Tim RowlandMarch 27, 2018
You may recall when you receive a Meeting Summary Memo (MSM), the phrase "contact us…
Lacee FloydMarch 27, 2018
On December 22, 2017, President Trump signed into law the Tax Cuts and Jobs…
Jaron CarmichaelJanuary 23, 2018
"Wealth" is not the end-goal, but rather a helpful tool in reaching your goals. Our…
Lacee FloydApril 20, 2017
The feedback received from clients participating in our "Financial Vision" process confirms that goal-setting is very…
Tim RowlandSeptember 5, 2016
Recently during a meeting, a client said, "I want to trade this (his portfolio) for…
Tim RowlandMay 26, 2016
An academic study of 36 retirement planning tools, widely available online, concluded “in most cases,…
Tim RowlandMarch 20, 2016
The Social Security maximization game has changed. Odds are that the optimal strategy for many…
Jaron CarmichaelFebruary 11, 2016