by Jeff Helms | Jul 14, 2014 | Uncategorized
Last fall, Robert Schiller and Gene Fama were both awarded the Nobel Prize in Economics. We’re well acquainted with both these gentlemen as their work is central to our entire philosophy and approach. For our potential partners, we thought it might be helpful if we...
by Chris Draughon | Jun 16, 2014 | Retirement planning, Social security
Maximizing Social Security benefits is one of my favorite workshop topics. It doesn’t matter how big or small your retirement account is everyone has questions when it comes to Social Security retirement benefits. With a little thought and planning, individuals and...
by Jeff Helms | Jun 2, 2014 | Retirement planning
It’s storm season. And the conditions are perfect for a serious storm, but not the kind of storm you might imagine. As professional services providers, we all need to be prepared for this impending storm and the impact it could have on our clients. I want you to...
by Jeff Helms | May 27, 2014 | Uncategorized
Two weeks ago, we shared a story about James Gandolfini and how the lack of an estate plan cost his family time and money. There’s another Hollywood star in the news with a similar story. Casey Kasem, you might remember him for his “Top 40” radio...