Ask an Advisor: How do we get paid?
One of the things that has surprised us is how many people we talk to that have been working with an advisor or have used some sort of financial products, and they had no idea, how that person is paid.
Surprising Ways that Practicing Gratitude Can Impact Your Retirement Savings Strategy
Consider the ways in which an attitude of gratitude can serve you well now and as you prepare for retirement.
Considerations for Married Couples Claiming Social Security Benefits
And if you’re like most American couples, one important aspect of your joint retirement plan is the use of Social Security benefits. Here are some things to consider.
Coordinating Your Investment Strategy with Your Financial Future in Mind
Over time, it’s important to check in on your investments and monitor their performance. Here’s how to check on your 401(k).
How to Check on your 401(k) — And Why You Might Want To
Over time, it’s important to check in on your investments and monitor their performance. Here’s how to check on your 401(k).
Ask an Advisor: Which is better, a Roth IRA or a regular IRA?
One of the biggest mistakes we’ve seen with this Roth versus traditional IRA decision, is that people don’t evaluate fully what both options are.
Your Mid-Year Financial Check-In
As summer comes to a close, it’s an ideal time for a financial tuneup. Here are some areas to check on when you meet with your financial advisor.
Plan Your Retirement with Longevity in Mind
It’s essential to plan your retirement with longevity in mind. Read on to learn how.
Ask an Advisor: What does a good financial advisor do?
CFP Aaron Puckett thinks that what a good financial advisor does is really boiled down into four main things. Watch this video to learn more.
Ask Aaron: What Steps can I Take to Manage My Investments?
Today we’re talking to our own Aaron Puckett, CFP® about some steps that you can take to manage your investments.
