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Leave Retirement Savings Alone – Here’s Why

September 10, 2019 BY Guest Blogger

Retirement is one of the biggest goals you can save for throughout your lifetime. Despite this, lack of savings is a sticking point for many Americans. All to often, they are behind. To put it in..

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How to Write a Winning Real Estate Offer Letter

July 1, 2019 BY Guest Blogger

You’ve found the house of your dreams and you’re ready to make an offer but how do you compete with other prospective buyers who’ve also deemed the home the one? This is a dilemma buyers are facing..

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What does Father’s Day mean to you?

June 15, 2019 BY Shanna Tingom, AAMS®

What does Father’s Day mean to you? For me, it means reflecting on how alike my dad and I are and also how different. While he is a man of few words, I tend not to be but when it comes to our..

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Vacation Planning as Part of a Financial Plan

May 30, 2019 BY Shanna Tingom, AAMS®

We sat down and talked to our client Lauren about vacation planning as part of a financial plan. The reason? She and her husband have a clear idea of why they want take vacations and a financial path..

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