Don’t let your emotions get in the way when choosing a financial advisor. Our president, Mark McGarvey provides some tips to help you make a smart choice.
Saving is important. In fact, it’s critical to securing your financial future. But to be successful, you need to set goals. This article tell you why.
You may have heard that some personal credit scores have a seen a recent boost. That sounds like good news, but it’s not quite that simple. Read our latest article to learn about these changes and how they could impact you, even if you already have a great credit score.
Women typically live longer than men, so they especially need to make wise decisions when it comes to claiming their Social Security benefits, investing and spending their retirement nest egg. This article provides some insights to consider.
Planning on retiring early? Your perceived retirement date could have a significant impact on your financial well-being. This article provides some insights on things to consider if you are targeting an early retirement date.
Here’s a simple Estate Planning checklist, but do-it-yourself is not recommended. Join us on May 15, 2018 from 5:45 to 7:30 PM at the Birmingham Botanical Gardens as Lynn Campisi, J.D., LL.M, a Certified Elder Law Attorney, will be our guest speaker on Estate Planning.