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News and insights to help you be a Trusted Financial Expert.

Advice You Would Tell Your Youngerself

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 …

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balance your financial ecosystem

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 …

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invest in yourself

Invest in Yourself

The National Mentor campaign started in 2002 and aims to raise awareness about the need for more Mentors and to …

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new years resolutions

New Year’s Resolutions You Can Keep

Each year we reflect personally and professionally on what we accomplished in the past year.  We evaluate and decide what …

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Financial Advisors Help with Mediacare

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 …

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pandemic transformed client advisor meetings

How the Pandemic Transformed Client-Advisor Meetings

Whether performed quarterly, semi-annually or annually, one of the most important meetings you will have with your client, next to …

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AFEA partnership

Announcing Our Partnership with AFEA! Helping You Market through Educational Workshops

You’ve worked hard to gain the skill sets and financial insights needed to become a trusted financial expert! You’ve applied …

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roth conversions 2021

Roth Conversions No Longer Allowed? 2021 Tax Proposals

What if Congress slams the door on back door Roth IRA strategies? What if capital gains taxes increase? What if …

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