New Employee: William Toups
Carissa Paul joins as a full-time Financial Services Associate
New Employee: Anna Bourgeois
How you can Protect Your Personal Information
Determine whether you want to use a free app, software or social media in exchange for your personal information. Here are some actions you can follow...
Financial Planning for an Expanding Family With Erin Sibley
Welcoming a baby to your family is an incredible part of your life that comes with a lot of opportunities for planning.
Sorting Through Complicated Compensation Plans
Managing earnings tax efficiently may be just as important as the compensation package itself.
Raising Smart Spenders and Savers
Key financial lessons to teach your children as they grow.
Your Business Deserves an “Estate Plan”
Drafting a succession plan now can help your business stand the test of time.
The Importance of Discussing Inheritance With Your Heirs
As you finalize estate plans and decide how you’ll distribute your fortune, it will benefit everyone involved to open lines of communication with pr...
Spending Retirement Savings with Craig Kliebert
Research shows that retirees with more than $500,000 in savings spend down less than 12% of their savings over 20 years.
How a Dollar Can Add Up to More When It Comes to Taxes
Not only can an extra dollar of income push you into the next highest tax bracket but that dollar can mean you’re paying more taxes in other ways.
Spring Cleaning? Documents You Should Keep After Tax Season
Keeping track of your important documents throughout tax season can help you stay organized in the long run.
How Rising Interest Rates Impact Investments
Considerations when investing in a rising-interest-rate environment.
Annual Financial Plan Review with Jason Windham
Managing your financial plan is a time-consuming process but it is worth doing.
Financial Resolutions for 2022
Start the new year right by reviewing and revamping your financial plan.
The Psychological Side of Spending Your Retirement Savings
Many investors worry about outliving their savings. As a result, they sometimes underestimate what they can comfortably spend in retirement.
Does Your Estate Plan Account for Your Digital Assets?
Online services, important documents and family mementos can carry great value.
Giving Back During the Holidays
The holiday season is a popular time to reflect on the past year and donate to causes you care about.
Evaluating Your Executive Stock Options
As part of your compensation package, your company might offer you stock options to supplement your salary. While they can be a valuable form of compe...
Life-Changing Events Change Your Taxes, Too
Review how six major life events can impact your federal return.
The Unique Advantages of Health Savings Accounts
These tax-advantaged savings accounts can help you cover your health care expenses.
The 2021 Child Tax Credit: An Overview
The tax give-back for parents of young children is different in 2021.
Are Your Important Documents Secure and Accessible?
Keep your financial life organized with a thoughtful combination of digital and physical storage solutions.
Loved Ones, Legacies and Life Insurance
You likely think of life insurance as a way to help your loved ones after you pass away – and it does. But there are other reasons to consider life ...
When Should You Ignore Conventional Retirement Advice?
It’s human nature to want to take mental shortcuts, like following the crowd to find that best-selling gadget on Amazon. We read all the reviews and...
What Savvy Investors Know About Social Security
Explore some of the ways that in-the-know retirees make the most of their benefits.
Preparing Teens For Financial Adulthood
Learning how to properly manage money is a crucial life skill that can take years to develop. For teens who may be earning an income for the first tim...
Achieving A Better Life Experience
An introduction to the ABLE Act and ABLE accounts – how they work and why they’re important.
How Does Dollar-Cost Averaging Work?
When you’re in a traffic jam on the highway, you may find yourself trying to merge into whichever lane is moving fastest at the moment, only to find...
Tax Tips For Charitable Donations
Charitable giving is a great way to support the causes you care about while also getting a tax break
12 Financial Resolutions For 2021
“No Kids” Shouldn’t Mean “No Estate Plan”
Regardless of your family situation, it’s important to have certain estate planning essentials in place so that your legacy is left the way you intend.
How To Make A Wealth-Transfer Plan
A well-designed plan protects your wishes and helps avoid conflict among your heirs.
Preparing For Healthcare Costs In Retirement
For many Americans, navigating the maze of health insurance options—from employer-based plans to individual policies—can be dizzying.
3 Myths About Voting And Market Volatility
When it comes to investors’ decisions about the market, the election is just one factor among many.
6 Ways to Practice Self-Care During Covid-19
Infuse your social distancing with a dose of self-care.