In the words of the late Dick Wagner, “Financial planners help their clients spend less, save more and not do anything stupid.” There are a lot of choices you have to make in life, and some can cost you in the long run if you don’t have intelligent guidance. Many...
By Patrick Amey When it comes to financial planning, investing in company stock can be one of the best decisions you will ever make. Concentrated positions in high-growth companies have the potential to create vast amounts of wealth for each and every shareholder in a...
Will you be prepared? Will your family be prepared? That horrible phone call comes: A loved one is in critical condition. Or has passed away. You are a mom, dad, son, daughter, wife, husband, brother, sister, or dear friend. You must jump in and help. What now? Is...
