Retirement
Protecting Your Legacy – 5 reasons families lose their legacy over time
After a lifetime of success, it all comes down to the family legacy you’ll leave behind. How are you protecting yours? You may have heard the old Chinese adage: “Wealth never survives three generations.” While it may seem like nothing more than a cautionary tale, in practice, passing family wealth from generation to generation is…
Read MoreThe Value of a Financial Advisor
Take any successful athlete and you will find a brilliant coach by their side. On their own, the athlete can oftentimes obtain great results, but with the guidance, experience and insight of their coach, new levels of success can be achieved. You’ll find this in many professions, as executive coaches, business coaches and life coaches…
Read MoreSECURE Act of 2019
For some time now, we’ve been following the SECURE Act as it made its way through Congress. Now the retirement savings reform bill has become law, and we wanted to offer an update on its provisions. The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 broadens the effectiveness of individual retirement…
Read MoreIs now a good time to invest?
Q: Is now a good time to invest? Jerrod Ferguson: “The answer to this question always depends on one thing: When will you need to use the money? Once we know your time horizon and long term financial goals, we can determine how much risk you should take on those investments. If you’re going…
Read MoreRetirement Wellness: 5 Elements To A Lifestyle You’ll Love
Retirement wellness is about more than having enough money. It’s a lifestyle change that will affect every area of your life, as well as your wallet. Retirement is a big deal. Not only do you need enough money to cover the bills for the rest of your life, but you’re also facing a pretty dramatic…
Read MoreRetirement Planning For Women: Turn These 4 Challenges Into Opportunity With Proper Planning
Not all retirement planning is created equal. Retirement planning for women comes with its own set of challenges — and the opportunity to save more through proper planning. Planning your financial future can be complicated. Every financial journey is unique and includes important personal choices that have significant benefits and consequences. That’s why we partner…
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