Latest Stories

Four Big Mistakes Newlyweds Make with Their Finances

By John Caserta | August 28, 2018

One big source of stress for many newlyweds is the household finances. After years of being single, getting married can make money matters suddenly seem more complicated. Here are four of the big financial issues that can pop up.

Personal Finance When You’re About to Retire

By Michele Burkholder | August 21, 2018

Those last few years, months, and weeks before retirement can be both exciting and terrifying. We call it “go time” when talking with our clients. Among other things, it’s time to make sure you have everything in place. Here are five steps you need to take before you retire.

Three Reasons Why Procrastination is Stopping You from Finding Financial Success

By Ande Frazier | August 15, 2018

Procrastination is the number one reason people aren’t getting ahead financially. To complicate this even further, it’s often the result of not finding the right financial professional. Why is procrastination holding so many people back?

The Life of Significance Award: Respect Naturally Leads to Service

By Nick Carey | August 7, 2018

Service to others has been an important part of my life from my very youngest years, and none of the work was ever done with the intention to be recognized for it. Winning the Life of Significance Award was not something I anticipated. For me, the cross section of rugby and service is rooted in the value of respect.