What do you want your future lifestyle to be like?
When working with clients, you need to make sure they are saving enough to live in the future like they …
Your House with Equity is Another Qualified Plan
Everyone knows a 401k or a Registered Retirement Savings Plan is a qualified plan, but a home with equity, even …
The Check Story to Explain Qualified Plans
Qualified plans do two things: #1 they defer the tax and #2 the tax calculation. I’d like to give you …
10 Behaviors of a Trusted Advisor
We can learn a lot about becoming our clients’ Trusted Financial Expert from the book, “The Trusted Advisor” by David …
Advice You Would Tell Your Younger Self
As young adults, we quickly realized that money was one of the most pressing concerns and the most challenging aspects …
Do You Have Balance in Your Financial Ecosystem?
by Jeremy D. Shipp CFP®, CLU®, RICP® I saw a story over the summer that highlighted the importance of balance …
Invest in Yourself
The National Mentor campaign started in 2002 and aims to raise awareness about the need for more Mentors and to …
The Importance of Updating Your Beneficiaries
When the end of the year approaches, many advisors plan their client annual reviews. When was the last time you …