The Washington Exodus Begins: Where Should Your Family Go?

What’s in this article: Cash flow planning & budgeting Debt management Employee benefits Investments Tax planning Estate planning Insurance Family needs   Financial independence is one of the most important transitions in adult life. Whether you are graduating from college, starting your career, getting married, or beginning to build a family, the financial habits you [...]

Very few people become good at managing their finances without some guidance and education. It’s not something that comes naturally as we mature into adults; it’s a skill that requires building a knowledge base and cultivating understanding. Though more and more states are adding a personal finance requirement to their high school curricula, the number [...]

When I was young in the business, one of my favorite clients was a retired salesman named Arthur. Together, we built a long-term financial plan to determine how much growth his assets needed and how much risk made sense for his goals. From there, we designed his investment strategy. Arthur’s sales motto was simple: “Make [...]