Log In

Finance

Inheriting Money Is Complicated

[dropcaps type='normal' color='' background_color='' border_color='']T[/dropcaps]hen we realize that we have inherited money, most of us have the thought, “Wow, I want to make sure that I am responsible with this money but I have no idea what to do!” A good first step is to determine the answer to the following...

Read More

Top Questions You Should Ask a Financial Advisor

Sherri contacted us because she was concerned that she was not getting the best financial advice. She was retired and using her nest egg for income; she wanted to make sure that her investments were doing okay because she was always worried about running out of money. Our meeting began...

Read More