Questions to Ask Before Hiring an Estate Planning Attorney 

Presented by Kevin Moore and Jake Rivas Before hiring an estate planning attorney, there are a variety of factors to... View Article

The Dangers of Trying to Time the Market

Are you considered clairvoyant? Do you win an office football pool every year? Or are you the sort of person... View Article

Education Savings Vehicles

Save early, save often and understand the alphabet soup of options The cost of a college education increases every year,... View Article

Understanding Interest Rates and Your Financial Situation

When discussing bank accounts, investments, loans, and mortgages, it is important to understand the concept of interest rates. Interest is... View Article

Five Tips to Help Couples Talk About Money

Five Tips to Help Couples Talk About Money Money discussions can affect your relationship, especially if you put those talks... View Article

Understanding IRA Minimum Distribution Requirements

Many people who have been contributing to Individual Retirement Accounts (IRAs) for years have watched their account balances grow through... View Article

The Importance of Market Evaluations

Although financial professionals often rely on long-term historical averages when making capital market assumptions, not all starting points are the... View Article

How Diversification Can Help Small Business Owners Manage Risk

Business Owners Should Consider Their Total Risk Factor Most investors understand the notion of diversification. We hear all the time... View Article

The Triple Tax Benefits of Health Savings Accounts

The Triple Tax Benefits of Health Savings Accounts When planning for retirement, most Americans think mainly about using tax-advantaged savings... View Article

Living Will

What is it? A living will is your written decision regarding medical care that remains effective if you lose the... View Article