Announcing Frank Legan’s New Book: The Humanity Factor
Financial planning is a lifelong process, not a one-time event. When you engage in a relationship with a financial advisor, how do you know they will take into account all
What To Think About When Deciding On A Medicare Plan
By Dayna Smith When it comes to financial readiness for retirement, few things are as important as planning for your healthcare needs. And a large part of that plan often
The Biggest Financial Mistakes I See
Navigating the financial landscape can feel like a maze, with pitfalls and challenges at every turn. That is why I want to shed light on some of the most common
Nervous About Retirement? Ask Yourself These Five Questions
As you near retirement age and are considering whether it’s time to take the plunge into the next phase in life, it’s normal to feel overwhelmed by the possibilities and
What to Think About When Planning for College Costs
The rising cost of college is a well-known reality, with public universities now demanding an average of over $26,000 per year in tuition and fees alone. This amount doesn’t even
If Widowhood Happened Tomorrow, Would You Be Prepared?
Life can take unexpected turns, and one such challenge that many individuals face is the loss of a spouse. If widowhood happened tomorrow, would you be prepared to navigate the