I believe one of the hardest things to do is find the “right fit” advisor for you and your family. Because of this, I thought I might take a minute to educate you a little about our industry.

Did you know you can grow your HSA just like you grow your retirement account? This week we take a look at some things you might not know about Health Savings Accounts.

Thanks to legislation enacted over the past 5 years, you have more options now when it comes to 529 plans. Here are some gems you may not know about.

There is no doubt that the instant availability of information has been life changing. However - if we aren’t careful - it could be our demise.

Allow yourself to live LIFE on purpose. Remember, life isn’t about money, it's about living. Learn to control your money so it doesn’t control you.

If you haven’t thought about your own legacy, please do. In order to help you get off on the right foot, here are some things to consider. We call it the “Who, What, When, How, Sam and Plan Approach”.

You’d almost have to live in a cave to not realize that times are tough right now. And under these uncertain conditions, people are hoping to find the perfect investment—one that’s safe, but offers an outstanding return. Our experience tells us that there is ultimately only one perfect investment—family.

The phrase “if you don’t use it, you will lose it” applies to more ways than one in retirement...It’s not just your health or mind – it could be your credit, too!

Do you have it? Do you have enough? Does it cover what you think it does? Life happens. Make sure you know what you need and know what you have, then act on it.