Latest Articles
Tue, May 24, 2022
Which Trumps: Your Will or Beneficiary Designation?
You have worked hard for your wealth. The last thing you want is for it to go to the wrong person upon your passing. That can happen if your beneficiary designations are not kept current, even if your will is.
Tue, May 17, 2022
Everyone Needs an Estate Plan, Whether You Have $1K or $1B
There is a common misperception that estate planning is only important for very wealthy people, or that it’s only necessary later in life. That’s simply not true. Almost everyone needs to get their ducks in a row with an estate plan.
Wed, May 11, 2022
The 5 Money Habits of the Wealthy
Most people don’t get rich overnight. But how do most millionaires build wealth over time? Here are five money habits they often share.
Wed, May 4, 2022
Annuities: Is There a Better Way to Generate Retirement Income?
Owning an annuity is like cutting off a growing tree and being left with only the stump. We think there’s a better solution.
Wed, Apr 27, 2022
The Parallels Between the NFL Draft and Investing
What can portfolio managers can learn from the NFL draft, and what teams can learn from investment professionals? Here we discuss four similarities.
Tue, Apr 26, 2022
Moving States: What Does It Mean for Your Finances?
Working remotely and ready to hightail it to a mountain chalet or beach? Before you move to a new state, consider the impact on your finances.
Special Report
6 Sources of Retirement Income
Many retirement planning guides focus on finances, but we believe a satisfying retirement goes beyond how much money you have saved. It’s also about how you intend to use your savings.