Financial Lessons from Famous Dads
This article details some financial lessons passed down from famous fathers and famous father figures.
Retirement Strategy: How Retirement Strategy Has Changed
How has your retirement strategy changed over time? This article explains several types of retirement strategies, and explains several of the factors to consider as you plan for your golden years.
Thinking About Paying Off Your Child's Student Loans? 5 Things to Consider
This article helps readers weigh the pros and cons of helping pay off your children's student loan debts faster.
June 2022 Client Newsletter
The Five Main Obligations for Financial Professionals Best Interest – Financial professionals must act in the best interest of the consumer under the circumstances known at the time the recommendation is made, without placing the financial professional’s or the insurer’s financial interest ahead of the consumer’s interest
How to Pay Off Dental School Debt: 5 Simple Strategies
According to the the American Student Dental Association, the average debt for a person receiving their DDS degree is nearly $300,000. Here are five strategies for repaying your dental school loans in 2019 and beyond.
Medicare: Understanding Parts A, B, C, & D
Do you know the "A, B, Cs" of Medicare? Brush up on your Medicare basics to stay in control of your medical future.
