Quarterbacking Retirement Plans By Blake C. Adams, MBA, CPFA Whether you are a college football fanatic or an NFL only devotee, the start of fall is every football fan’s favorite time of year. We sit back enjoying the crisp chill in the air and cheer as we put our hopes and dreams into the 11… Read More

Traditional vs. Roth IRA By Sean C. Mahoney, CFP® According to the Investment Company Institute (as of May 2020), roughly 36.1 million U.S. households own a Traditional Individual Retirement Account (IRA) compared with Roth IRAs which are owned by nearly 24.9 million households. The point of each account is the same – build up a… Read More

Three Questions to Ask Yourself Before Hiring a Financial Advisor By David Strother, CFP, AIF, AIFA The decision to hire a financial advisor is rarely simple. Often, there are life circumstances that prompted the need – changing jobs, a marriage or divorce, the birth of a child, etc. However, following through with the decision is… Read More

Transcript Hi, my name is Jed Inzerella with Darnall Sikes Wealth Partners. I want to share with you our firm’s new funding solution for our auto, furniture, and RV dealers, a securities-backed line of credit or collateralized loan that uses a reinsurance surplus account as collateral. In fact, I wish we’d had it to offer… Read More

Being Mortal, by Atul Gawande, MD Reviewed by David Strother, CFP, AIF, AIFA One powerful message at the heart of this thoughtful book is simple, and seemingly obvious: each of us is mortal, and no matter how heroically our doctors work to prolong our lives, those efforts will eventually fail. If we live long enough… Read More

Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible. 1. No Strategy: Yes, the biggest mistake is having no strategy at all. Without a strategy, you may have no goals, leaving you no way of knowing how you’ll… Read More

The upcoming election is prompting some people to reconsider their investment strategy. In fact, 45% of consumers with $100,000 or more investable assets expect to make changes to their portfolio due to the upcoming 2020 presidential election.1 But if history is any guide, patience may be the answer. For the past 12 presidential elections, the… Read More

Once you’ve decided to have a comprehensive financial plan created, it’s a good idea to narrow down your choices to two or three providers. Then you should arrange to have an initial meeting with each finalist to determine whether there’s a good fit between you and the advisor. In fact, many financial planning firms want… Read More

The amount of money you have set aside for retirement can make you feel either secure and happy, or nervous and fearful — or more likely, a shifting mix of these and other emotions. For some people, their emotional relationship with their money is so powerful and complex that they’re unsure what their best path… Read More

When it comes to how you behave around money, and specifically your financial behaviors around investing money, instinct is not always a good guide — in fact, it often drives one to take exactly the wrong action. Working with a financial advisor is a great way to counteract this tendency, because they can help you… Read More