by Chris Draughon | Apr 23, 2015 | Financial Planning, Planning tools, Wealth Management
When getting married, no one imagines that they’re going to end up divorced down the road. Still, the American Psychological Association estimates that between 40 to 50 percent of marriages in the U.S. end in divorce. As such, it never hurts to plan accordingly...
by Jeff Helms | Apr 22, 2015 | Financial Planning, Retirement planning
”Sometimes a good scare is worth more to a person than good advice.” – E.W. Howe It sometimes takes misfortune to get people to focus on what’s really important to them – especially when it comes to estate planning. You may have excellent health and a...
by Chris Draughon | Apr 1, 2015 | Financial Planning, Retirement planning
Believe it or not, one of the hardest concepts for us to make sure clients really understand is that of risk. Most people take it for granted. Intrinsically they have a sense of knowing when something is risky and when it is safe, but often times these are...
by Chris Draughon | Feb 24, 2015 | Financial Planning, Wealth Management
More than $14 trillion is held in tax-deferred retirement account assets such as IRAs, 401(k)s, etc. But many Americans don’t understand the importance of the beneficiary designation form. When it comes to distributing assets, beneficiary designations trump...