Bank on Financial Literacy We all want our kids to grow into adults who have healthy finances and financial habits--and it’s important...

This blog post will explore why long-term investing works and why it is a powerful tool for building wealth for the future.

The Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) changed the rules for taking distributions from retiremen

National Public Data, a consumer data broker, confirmed last week that a hacker had targeted the company in December 2023, "with...

We are thrilled to announce the launch of our new Quarterly community impact project. Together, we can make a real difference!

What does it really mean to be an "independent" financial advisor? Read about the benefits of working with an independent financial advisor.

Do you ever wonder where your money goes each month? Does it seem like you are never able to get ahead? If so, you may want to establish...

There once was a blind man who was miraculously given his eyesight. For his entire life he had accomplished everything he needed to do...

Imagine that there are four people in line to purchase tickets at the train station. One after the other, they each purchase one ticket...

Dear Reader, Many of you have been asking about our investment approach with respect to the change of administration. We thought we...

Have you ever stopped long enough to notice how many tools we have to assist our road travel these days? From traditional traffic lights...

For many people, the term 401k is synonymous with retirement preparation, and sometimes represents the full extent of their preparedness....

In today’s ever-increasing online world, we are leaving our identity all over the web. From online shopping, banking and bill paying,...

“The Fed just dropped interest rates by a quarter of a point!” screamed the headlines. What does that mean for me?

There is a great deal of misinformation and misconception concerning this topic, and often our decisions are made based on hearsay or common

It’s a funny thing about advice. Everyone seems to have an overabundance of knowing what others should do, and they have no problem...