Resources and Information

We invite you to browse our library of articles.

5 Reasons to Work With a Financial Advisor
October 14, 2019

Thanks to readily available information on almost any topic, the do-it-yourself culture has exploded in popularity. Bloggers and YouTubers offer up an array of advice on almost any topic imaginable, making it easy to attempt to tackle almost any problem you might experience. But when it comes to financial planning,…

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7 Steps to Follow When Receiving a Lump Sum of Money
October 7, 2019

We all like to fantasize about what we will do if we win the lottery, hit the jackpot in Vegas, or receive a surprise inheritance. So you might think you already have a plan in place, in the event of a sudden windfall of cash. Quite often, the lump sum…

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Why You Should Consider Using Credit Instead of Debit
September 15, 2019

Often we focus on saving and planning for the future. But spending your money wisely is another important facet of financial planning. So, let’s switch gears, and talk about why credit cards are preferable to debit cards in most circumstances. Reduce the risk. Using any card opens you up to…

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4 Common Misconceptions About Social Security
September 9, 2019

For years, rumors have been whispered as a dire warning: Social Security is running out of money, and there won’t be any left when we retire. This is a common belief among Gen-X and Millennial workers, but some Baby Boomers have bought into the hype, too! Here’s what you need…

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