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Understanding What Your Financial Advisor’s Designations Mean

Understanding What Your Financial Advisor’s Designations Mean

by Jeff Helms | Dec 16, 2015 | Financial Planning, Planning tools

When you’re searching for an investment advisor, chances are you’ve been inundated with the “alphabet soup” of designations various advisors have after their names. It’s important to understand what these designations actually mean, and the level of commitment and...
New Federal Budget Ending These 2 Powerful Social Security Strategies

New Federal Budget Ending These 2 Powerful Social Security Strategies

by Chris Draughon | Nov 19, 2015 | Planning tools, Retirement planning, Social security, What We're Reading

Changes to Social Security law catch experts by surprise Squirreled away in the federal budget deal passed on November 2nd was an unwelcome surprise for those approaching retirement age: changes to social security rules that effectively put an end to the...
The Best Financial Resources To Follow (At Any Age)

The Best Financial Resources To Follow (At Any Age)

by Chris Draughon | Nov 16, 2015 | Planning tools, Retirement news

Navigating your finances is never easy, and regardless of how much you know about investing, there are always opportunities to expand your knowledge. Depending on your level of knowledge, there are a wide variety of online tools and applications to help improve your...
4 Tips for Avoiding Beneficiary Designation Errors

4 Tips for Avoiding Beneficiary Designation Errors

by Chris Draughon | Oct 27, 2015 | Estate planning, Planning tools, Retirement planning

Most of us set up our retirement accounts, name a beneficiary and never think about that designation again. However, it is important to review your chosen beneficiaries on a regular basis, not only to ensure you still want the beneficiary on the account, but also to...
This Isn’t Your Parents’ Retirement!

This Isn’t Your Parents’ Retirement!

by Jeff Helms | Oct 13, 2015 | Planning tools, Retirement planning

It’s no secret that a lot has changed since the days of our parents’ retirements. Whether you’ve already begun saving for retirement or have no idea where you stand, the fact remains that affording retirement today is substantially more difficult...

Preparing for Unexpected Early Retirement: What You Need to Know

by Jeff Helms | Aug 7, 2015 | Planning tools, Retirement calculators

Most of us have a pretty good idea about when we’d like to retire, but expectations don’t always equal reality. In fact, according to a recent study by Voya, 60% of current retirees responded that they did not retire when they originally planned to. To be...
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