Time to Fear the Coronavirus?
Read more about the Coronavirus and its impact on the US economy in an economic research report put together by First Trust. Read Article
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Financial Fitness: The Key to Making Your Money Last
To live a long life, you’ll need a healthy supply of money to go the distance with you. The risk of outliving your money is called “longevity risk.” Begin early and follow the good financial habits outlined below, and you’ll increase the likelihood that your money will last as long […]
Balancing Act: Saving for Both Retirement and College
Linda and Peter are worried about their financial future. “We want our one-year-old son, Raymond, to go to college, but we’re concerned that in 17 years, the cost might be more than we can afford,” says Peter. “We also need to save for our retirement,” adds Linda. “Can we reach […]
Plan Ahead to Ease Travel Headaches
With Mother’s Day approaching and summer on its way, we know families may be gearing up to travel. Worrying about what to pack, what kind of identification is required, and how much cash to bring are just a few potential stressors in planning a vacation. But, time away, if properly […]
Helping to Care for Aging Parents
Many adults are finding that their aging parents are in need of health care assistance. Luckily, there are many options available today to help your parents grow old gracefully, either in their own home or in a facility, and several ways that you can finance the costs of the care. […]
Market Outlook 2019
After nearly 10 years of witnessing the U.S. economy and stock market recover—and thrive—some investors are starting to wonder if we’ve seen all that this expansion and bull market have to offer. We believe there’s more room to run, thanks to strong corporate profits and continued fiscal stimulus in the […]
The Connection Between Health and Wealth
While planning for retirement, our clients often ask us what steps they should take to ensure a secure and reliable financial future as they grow older. The answer is simple, be proactive about your well-being. Just like saving for retirement, you must actively make an investment in your body when […]
Employee Spotlight: Todd Statton
What led you to pursue a career in financial planning? My father played a big role in my interest in the stock market and ultimately helped me open my first trading account at the age of 14. As I grew and learned more about the industry, I pursued a career […]
Making a Charitable Choice
What does giving to charity mean to you? Perhaps you think of dropping your change into a can at a local shop or placing a few dollars into a Salvation Army kettle during the holidays. Maybe you’ve bought Girl Scout cookies or donated clothing to a local relief organization. Opportunities […]
Shane Gaddy Completes Half Ironman
Sunday, September 23, 2018 I completed my first half Ironman. Only a few years ago, I thought this was impossible. But, on that Sunday for 33 minutes I swam 1.2 miles in the Savanah River, for 2 hours and 57 minutes I rode a bike for 56 miles around Augusta, […]
