Planning for your estate in advance can help your family avoid legal and financial decisions during a time of grief. Here are a few items to consider.

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It is prediction time! I’ve put together a list of high-probability predictions that you can put to use right now.

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Many people are drawn to variable and index annuities by promises of guaranteed income and market-linked returns, but the reality is often far more complicated—and costly.

We are sharing some notable news from our firm. As of October 1st, Brad Fogleman, one of our founding partners, has taken the big step into full-time retirement!

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Congratulations Andreas Shick, CFP®, EA! He just earned his Enrolled Agent designation.

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Appearances can be deceiving. Learn the truth about the Joneses.

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