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What can investors learn from Veterans?

By Bill Martin What Can Investors Learn from Veterans? Each year, Veterans Day allows us to show our respect for the sacrifices that military veterans have...

Taking control of your 401k can be powerful savings

By Bill Martin If your employer offers a 401(k) or similar plan, you’ve got a powerful retirement-savings tool at your disposal. And yet, how well...

Can your family benefit from special needs trust?

By Bill Martin If you have a child or another family member with disabilities, you obviously have concerns and questions. How can you help your...

Estate plans can help answer future questions

By Bill Martin The word “estate” conjures images of great wealth, which may be one of the reasons so many people don’t develop estate plans...

Make smart financial moves for all stages of life

By Bill Martin Regardless of what stage of life you’re in, you must make financial and investment decisions that will be with you for the...

FINANCIAL FOCUS: Take closer look at 529 myths

By Brian White If you want to help pay for your children’s college educations, you might want to consider contributing to a 529 plan. With this...

What can people do with their tax refund?

By Brian White We’re getting close to the tax-filing deadline. For many of us, this means it’s that time of year when we get our...

Financial Focus: It’s time for some financial spring cleaning

By Brian White Spring is here – and for many of us, that means it’s time for some spring cleaning. This year, in addition to...

Professional team needed to reach your goals

As you work toward achieving your goals in life, you will need to make moves that contain financial, tax and legal elements, so you...