Speak with a Financial Expert
Speak with a Financial Expert

Long-Term Financial Goals: 6 Examples

Posted by Yvonne Talbott Scoggins on October 14, 2021
Every day, you make small decisions that impact your financial future in one way or another. However, it’s also crucial to set long-term financial goals to guide you toward wise choices that will enable you to create the life you desire in your later years. ...
Read More

Topics: Financial Planning

Retirement Plans For Lawyers: Top 4 Things To Consider

Posted by Lyn Dippel, JD, CFP® on October 11, 2021
As an attorney, you likely earn a salary that puts you in a high tax bracket, which can make timing and other aspects of retirement planning tricky. In this blog post, we’ll dig into this aspect of retirement plans for lawyers, plus three other key considerations ...
Read More

Topics: Financial Planning

Financial Security Vs. Financial Freedom: What’s The Difference?

Posted by Jim Kantowski, CFP®, CPA on September 14, 2021
Financial goals are highly personal. You may only wish to have your basic needs met and pay off your debts—or you might envision yourself buying a second property in a tropical destination where you’ll someday retire and spend your days poolside. Whatever you ...
Read More

Topics: Financial Planning

Fiduciary Vs. Suitability Standards: What’s The Difference?

Posted by Bill Hufnell, CPA, CFP® on August 30, 2021
You’ve worked hard to save, to grow your wealth, and care for your family—and you want a financial advisor who will help you make the best decisions to attain your goals in the best way for your personal financial situation. This is why it’s critical to work with ...
Read More

Topics: Financial Planning

Family Financial Planning: Your Go-To Guide

Posted by Billy Hufnell on August 23, 2021
Every family is unique, from your favorite birthday restaurant or road trip destination right down to your financial goals. However, one constant holds true for all families: It’s important to have a handle on your finances, and at a basic level, develop a ...
Read More

Topics: Financial Planning

Broker Vs. Fiduciary: How Are They Different?

Posted by Dan Ebinger on August 09, 2021
The advice you receive from a financial advisor can put you on track to realize your dreams, whether they involve building a business, passing down wealth to future generations, or something else entirely. However, in some cases, if the financial advice you ...
Read More

Topics: Financial Planning

How Do You Manage Sole Breadwinner Stress?

Posted by Lyn Dippel, JD, CFP® on July 28, 2021
As the only income earner in your household, or as a single individual, sole breadwinner stress can show up suddenly in your life and then be difficult to shake. This is especially true if your spouse has recently lost their job and you’ve become the new ...
Read More

Topics: Financial Planning

How To Build Generational Wealth For Your Family

Posted by Billy Hufnell on July 12, 2021
When you’ve worked hard to create a good life for yourself and your loved ones, it’s crucial to make sure the wealth you’ve built stays in your family for the future well-being of your children and grandchildren. Knowing how to build generational wealth can be as ...
Read More

Topics: Financial Planning

High Net Worth Financial Planning: What Does It Look Like?

Posted by Billy Hufnell on June 28, 2021
As a high net worth individual with a diverse portfolio of assets, taking the complexity out of financial planning is crucial to maximizing and preserving your wealth. In this article, we’ll explore the nuances of high net worth financial planning, its six main ...
Read More

Topics: Financial Planning

Why Should You Have A Wealth Manager?

Posted by Jim Kantowski, CFP®, CPA on June 24, 2021
Proper wealth management can make or break plans for your financial future. However, managing your wealth doesn’t have to be daunting or complicated. Having a wealth manager in your corner to help you make financial decisions is the first simple step to achieving ...
Read More

Topics: Financial Planning