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What is a CERTIFIED FINANCIAL PLANNER®Practitioner?
In a world of increasing financial complexity, Americans are bombarded with choices—about investments, retirement, taxes,...
Planning Your Retirement from Michelin: 5 essential steps for Lexington employees
Retirement is a significant milestone and one that brings both excitement and uncertainty. For those...
The real value of financial planning
I recently returned from a once-in-a-lifetime vacation to Hawaii with my wife, Amanda. We enjoyed...
5 Priorities For a Successful Retirement From Blue Cross Blue Shield of South Carolina
As a financial advisor, I have firsthand experience guiding Blue Cross Blue Shield of South...
Understanding Mortgage Recasting: Is it right for you?
Introduction to Mortgage Recasting In today's higher mortgage interest rate environment, those with a historically...
Is Your Savings Account Serving Your Financial Plan?
Part of any good financial plan is providing for some liquid savings for short-term and/or...
Is Custom Indexing Right For You? How to know if this tax efficient tool should be a part of your financial plan
Many of you have probably heard the old adage that a penny saved is a...
How the Social Security Wage Base Impacts Investment and Retirement Planning
The Social Security system in the United States is a vital part of the nation's...
