Recent Articles
Reality Check on Retirement Savings for Millennials and Gen Xers
By Nikki Young, CFP®, Financial Advisor
As a Millennial or Gen Xer, it may seem like retirement is far away and saving for it is not a priority. But the reality is that it is important to contribute to a retirement savings account now so that you can accumulate enough funds for a comfortable retirement.
Financial Traps to Avoid
By R. Todd Holden, Financial Advisor
There’s a reason why even athletes, entertainers and businesspeople with seven-figure (and higher) incomes suddenly find themselves filing for bankruptcy. Money mismanagement can eat through even the biggest bankrolls. Here are some specific threats to financial stability that people can avoid to help effectively manage their finances.
Financial Considerations of a “Gray” Divorce
And how to reduce your risk of a lower post-divorce standard of living
By R. Todd Holden, Financial Advisor