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What Is A Fiduciary And Why Is It Important?

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What Is A Fiduciary And Why Is It Important?

Published by Mark Ring, Wealth Advisor Have you ever heard of the term fiduciary? It’s one of the best words you can hear when searching for a financial advisor. But what does it mean? And why is it so important? Many people aren’t aware of the benefits of a fiduciary and how it may affect the way your money is managed.   Today we’ll talk about what it means to be a fiduciary and how you can make sure your financial advisor is one.

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4 Tips to Take Your 401(k) to the Next Level

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4 Tips to Take Your 401(k) to the Next Level

The best kind of money isn’t old, new or even tax-advantaged – it’s free money! If your employer has a 401(k) program, they probably have a matching plan. Know what that is and make sure you max it out. They’re essentially giving you money, which you never want to turn down.

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Are You Covered By These Four Key Insurance Policies?

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Are You Covered By These Four Key Insurance Policies?

Published by Daniel Morrison, Wealth Advisor It seems like you can get insurance for just about anything these days. But while it’s a no-brainer to purchase insurance for your car or home, you might be wondering about all those other policies available. Do you need more coverage? Are they necessary?  The right insurance tools can help ensure that your assets are protected and your family or business has a more secure future, even if the unexpected happens. So while you shouldn’t run out and get every single type of insurance out there, consider these four types of insurance that are...read the full article

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The Biggest Financial Mistakes I See

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The Biggest Financial Mistakes I See

Published by Ryan Cooley As a wealth advisor, it is my duty to educate my clients as much as possible so they can avoid financial pitfalls and enjoy the fruits of their wealth. While every client’s situation is unique and treated as such, I have noticed a common thread among my clientele in terms of common financial mistakes I see. 

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How a 529 College Savings Plan Can Help Make Summer Dreams a Reality

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How a 529 College Savings Plan Can Help Make Summer Dreams a Reality

I have always loved the feeling of summer. Once Memorial Day celebrations kick off, the atmosphere seems to relax. Sunshine, water and sunscreen seem to be everyone’s focus. Long, warm nights are filled with the sounds of lawn mowers and children laughing.

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5 Unexpected Threats To Your Retirement Plan

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5 Unexpected Threats To Your Retirement Plan

Published by Daniel Morrison, Wealth Advisor Imagine this: you’ve just retired after a fulfilling career and are enjoying the fruits of your labor. You’ve built up a nest egg and have no doubt it will get you through retirement. Fast-forward a handful of years. You’re looking at your accounts, wondering how the balance is decreasing so quickly. Or maybe you’ve run into some expensive life obstacles and are wondering if your earlier confidence was misplaced.  Don’t let this image become a reality. Instead, before you retire, arm yourself with information about these little-known and often ignored threats that could cause...read the full article

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Why You Need a Will (and You Need One Today)

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Why You Need a Will (and You Need One Today)

Who wants to spend an afternoon thinking about their mortality? No one, which is why more than half of Americans don’t even have a will. The foundation of your estate plan is a Last Will and Testament. Without a will, you are leaving the disposition of your assets and the guardianship of your minor children to a court.

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We’re Never Too Busy To Help Someone You Care About

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We’re Never Too Busy To Help Someone You Care About

Published by Ryan Cooley One of the most prominent roles in a person’s life can be that of a financial advisor who aims to know your goals and dreams and provide trusted counsel. It’s no surprise, then, that it can be incredibly overwhelming to find an advisor you trust and with whom you want to form a long-lasting relationship.

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Should you invest in a Roth or Traditional IRA?

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Should you invest in a Roth or Traditional IRA?

Multiple retirement savings vehicles are available but having options can be overwhelming. Each option comes with different rules leading to a variance of outcomes in the short-term and long-term. It’s not that dissimilar to choosing what to eat.

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What I Wish I Had Known About Money When I Was Younger

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What I Wish I Had Known About Money When I Was Younger

Published by Daniel Morrison, Wealth Advisor When I was younger, I had a very simplistic view of money: earn it, spend it, and then do it all over again. It was very black and white.  As someone who has been in the financial industry for almost 30 years, I know now that there is so much more to personal finances than the earning-and-spending cycle. There is budgeting, saving, investing, and so many more things I wish I had known about money when I was younger. If I could hop into a time machine and go back to my childhood, this...read the full article

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