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Articles
Blogs
Other
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Blogs
Do You Know What Type of Investor You Are?
Do you know the answer if your financial professional asks you what type of investor you are? While it may be challenging to classify yourself off the top of
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The Evolution of Americas Pastime: College Football
For more than 150 years, American college football has maintained its top-dog status in the U.S. sporting arena. On November 6, 1869—a mere four years after the
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6 Tennis Tips To Help Make Your Retirement a Grand Slam
Whether you make tennis one of your leisure activities during retirement or just enjoy watching the sport, you may not realize that the same strategies used in
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529 Plans and Alternatives: Making an Educated Decision about Education Savings Options
Those that choose to invest in the education of a family member, friend or acquaintance are investing not only in that individual’s future, but also the future
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The Most Common Estate Planning Mistakes and How To Mitigate Them
In the realm of estate planning, the ripple effects of our oversights often linger long after we’re gone, impacting the lives of those we leave behind. It’s the
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Health Insurance Made Simple
Let’s face it–in today’s world, health insurance is a necessity. In fact, most U.S. citizens and legal residents must have qualifying health insurance or face
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An Introduction to Estate Planning for the Sandwich Generation
For members of the “Sandwich Generation”—those currently in their 40s and 50s who are caring for children and their parents who are over 65-years old—estate
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Stars, Stripes, and Stocks: 3 Ways Investors May Pursue Financial Freedom
What does the term “financial freedom” mean to you? For some, it means freedom from a particular workplace or industry. For others, it means the opportunity for
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