Our Blog

13
Sep

Newly widowed should avoid large financial decisions for a few months

Editor’s note: This is the first article in an ongoing series about dealing with being a…

30
Jul

Why having an emergency fund is important

Building a strong foundation is one of the most important steps along the road to financial…

24
Jun

What is fee-only financial advising?

When deciding on a financial advisor to handle investments, it is important to understand how they…

12
Jun

Helpful tips for summer vacation

Vacation season is in full swing. Millions of people are packing up the car, booking flights,…

30
May

5 things not to do in retirement

Note: These general tips may not apply to everyone. Each situation is unique, and it is…

24
May

Why hiring the right financial advisor is key

Deciding to invest with a financial planner is a big step. It means entrusting a trained…

22
May

Top 3 Overlooked Considerations in a Roth IRA Conversion

Roth IRA, Retirement, Roth, IRA, Finances, retirement

Note: This article appeared in The Street on April 15, 2019.  By James R. Ferguson III There…