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Investment management is a long term journey, even for individuals nearing retirement. In 2009 the average life expectancy for a 65 year old was 18.8 years. Just think how much has happened in the world over the past 18.8 years. (more…)

Charles B. Flowers

Creating and maintaining a budget makes a healthy financial life possible, assuring you don’t accidentally overspend and that you’re saving enough for the future.

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Cheryl R. Holland

When you are applying for insurance, education and preparation are key. If you know what to expect, you will be better prepared for the underwriting process. (more…)

Karlyn M. Jones

Graduation season is fast approaching and it is undoubtedly causing many parents a little anxiety. Tuition costs are increasing each year and funding your child’s college education can be one of your largest expenses.

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J. Abigail Mason

Often people have a false perception that purchasing a residence is always the better financial decision than renting a home because they think renting is like throwing money away. While home ownership has its advantages, in some situations it is more beneficial to rent rather than purchase a home. (more…)

Stephen E. Maggard

More and more couples are cohabitating today without getting married. These couples are usually better off coordinating their financial decisions even if they decide to manage their money separately. Unmarried couples have a host of financial planning concerns that differ from those of the traditional married couple. (more…)

Jonathan J. Robertson

At any age, marriage impacts almost every aspect of life. For older individuals, marriage presents even more unique challenges and opportunities. One of these challenges deals with finances. The financial impact of marrying later in life can be complicated.

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Susan A. McCants

Financial planning should always play a big part of any relationship, but when couples decide to either delay marriage or not to get married at all, a whole new set of financial planning issues can develop.

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Jonathan J. Robertson

Charitable giving peaks in the last two months of the year. With so many charities out there, how do you know who to give your money to? Which charities use your money most efficiently to accomplish its goals?

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Cheryl R. Holland