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 …
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 …
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 …
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 …
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 …
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 …