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Vacations, Financial Planning and Big Rocks

November 1, 2017 BY Shanna Tingom, AAMS®

When it comes to vacations, big rocks, and financial planning, I am the travel agent for our family. Whether it’s the trip to Maui, Hawaii that I am planning with my husband Eric, or reviewing my..

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Understanding Fees Associated with Investing

September 13, 2017 BY Shanna Tingom, AAMS®

When it comes to understanding fees associated with investing, do not be afraid to ask your financial advisor questions. If they’re recommending an investment, they should be able to explain how it..

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How I Minimize Risk for my Clients

September 7, 2017 BY Shanna Tingom, AAMS®

If you don’t like risk, you’re not alone! In fact, I ask my clients to complete an online risk assessment prior to our first meeting. While you may have to assume some risk in order to create enough..

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8 Daily rituals most millionaires have in common

July 27, 2017 BY Jessica Kane

Ask anyone to list their goals, and it is practically a guarantee that they will say becoming a millionaire. While having more than a million dollars in the bank may seem like a distant goal, the..

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Find Out If You Are Prepared For Retirement

WHAT'S YOUR INVESTMENT IQ: