It’s hard to imagine financial planning as a fun activity, especially when people are throwing around words like “risk,” and “sacrifice,” and “no more Starbucks.” With Halloween just around the corner, you might believe your financial advisors are trying to spook you. While these are some...
With advances in healthcare, people are living longer. However, that often means that men and women in their forties and fifties take on the responsibility of caring for their parents. You want to help, of course, even if it means finding an assisted living facility...
The idea of a financial windfall doesn’t sound too bad, does it? The problem is, if you don’t have a plan in place to deal with an inheritance, the sale of your company, or even a winning lottery ticket, you could end up with less...
Our very own MaRico Tippett recently lent his military and financial planning knowledge to an article written by Shelly Gigante of Mass Mutual Financial Group. Gigante dives into the topic of military life insurance, raising the question, is military life insurance enough? Tippett, a former Air...
In every stage of life, there are different steps that can and should be taken to help maximize your retirement nest egg. Each year and life event bring about financial changes that should be monitored to ensure that when you hit retirement age, you will be...
Planning for a wedding can be an exhilarating time, but it can also lead to some serious stress once couples start to review the financial aspects of the big day. Weddings are not a cheap affair; in fact, the national average for a wedding is...
