Written material is meant for general illustration and/or informational purposes only and it is not to be construed as tax, legal, or investment advice. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary, therefore, the information should be relied upon when coordinated with individual professional advice.
Sep. 29, 2015 Article
We are pleased to send you a copy of an article recently published by Forbes featuring Michael Mullis’ expert insight of ‘How to Invest Your Money in Q4’. We, along with 9...
Sep. 2, 2015 Article
On August 30, 2015, Ben Stein from the CBS program talked about the recent happenings in the stock market. He discussed that those who blame China for the U.S. stock market's recent declin...
Sep. 1, 2015 Article
College costs can be more than a little painful, but with the proper financial planning, you could be whistling your child’s college fight song all the way to the bank.
Jul. 27, 2015 Article
Watching a parent becoming increasingly dependent on others for the normal activities of daily life can be a harsh reality. It can be even harder for the parent to admit needing help.
Jul. 1, 2015 Article
A well-designed plan is necessary for successful investing, but you must also have the discipline to stay on course, rebalance, and tax-manage, as needed.
Jun. 22, 2015 Article
Jun. 1, 2015 Article
The middle of each calendar year marks an excellent time to review the health of your current financial plan.
May. 1, 2015 Article
Most people make sure they have enough money to pay their bills – the mortgage, car, telephone, credit card, and other payments – each month.
Apr. 9, 2015 Article
Apr. 1, 2015 Article
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