Financial Planning

Video Recording of Understanding Trusts, Wills, and Powers of Attorney

Here’s the video recording of our last seminar, Understandings Trusts, Wills, and Powers of Attorney, featuring estate attorney, Micah A Bonavari of Stein Sperling.

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WEBINAR: Understanding The New Tax Laws 2018

Since the new tax laws in 2018 were the most significant tax change in the United States in over thirty years, John Stohlman, CFP, shares our arsenal of shrewd “tax know-how” that would help viewers save on their tax bill, as well as equip them with a plan for the future in this webinar.  

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43 Reasons Why You Need A Financial Advisor

FINANCIAL PLANNING Guides you to think about areas of your financial life you may not have considered. Formalizes your goals and puts them in writing. Helps you prioritize your financial opportunities. Helps you determine realistic goals. Studies possible alternatives that could meet your goals. Prepares a financial plan and/or an investment policy statement for you. […]

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The Legacy of Love

Over the years I have attended many industry related seminars and conferences where I have been able to enjoy various motivational speakers, but the one that made the greatest impact on me is Dr. Jerry Linenger, a retired U.S Navy flight surgeon and NASA astronaut. His story has been referred to as one of the […]

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Don’t Put All Your Eggs In One Basket

We have all heard the saying, “Don’t put all of your eggs in one basket.” I heard it many times as a young child growing up in Lawrenceville, Georgia. One day that saying took on literal meaning. When age seven or eight, I walked down the dirt road to help our neighbor, Mrs. Still, a […]

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Basic Tips for Financial Success

“If you don’t know the Value of Money,  go and borrow some.” -Benjamin Franklin (1706-1790), Poor Richard’s Almanack, April 1754Basic Tips for Financial Success (reprint of Your Money Matters article, syndicated column written by Dan Searles) One of the best gifts you can give a young person is an education in the basics of financial […]

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Choosing a Financial Advisor: What to Know Before You Invest

Choosing a financial advisor may be one of the most important financial decisions that you will ever make. The person you decide to work with will be in a position to influence critical investment and planning decisions, and the quality of his or her advice could heavily influence your long-term financial success. Whether you are […]

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Don’t Panic

If you’ve been watching market headlines, you probably heard that markets tumbled in the first days of 2016, raising the specter of corrections and bear markets. When markets swing, it’s natural to worry about your investments and question your commitment to your strategy. As financial professionals, here is what we recommend you do when markets […]

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