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Holiday Gift Giving - Financial Planning Tips for Leaving a Legacy

November 13, 2018 BY Shanna Tingom, AAMS®

As you think about holiday gift giving, you might not think about financial planning tips for leaving a legacy to your heirs but it is an important consideration. When I work with my clients, we have..

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Divorce Planning for Women - What to do with finances post-divorce

January 18, 2018 BY Shanna Tingom, AAMS®

When the divorce decree becomes finalized, your work isn’t over. In fact, when it comes to divorce planning for women, it’s just beginning. You might feel like you're free to move on with your life..

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Why should I speak to a financial advisor? I am doing just fine.

January 12, 2018 BY Shanna Tingom, AAMS®

Want to know when to speak to a financial advisor? Anytime you're planning for your future is when it is a good time. Life transitions like marriage, divorce, birth or death and events like..

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What to Expect at Your First Appointment with A Financial Advisor Consultant

November 13, 2017 BY Shanna Tingom, AAMS®

My Grandpa Maxwell, known as Junior to family and friends, HATED going to the doctor and he would avoid it at all costs. He was afraid the doctor would find something wrong and he’d rather avoid the..

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Find Out If You Are Prepared For Retirement