October 15 2018

Getting your estate plan together shouldn’t be done lightly. It requires time, patience and a lot of thought. Having your estate plan together ensures that your wishes are met in the case of injury or death. This week, we have compiled some of our best estate planning articles to keep you informed.

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October 1 2018

For many of us, interviewing and hiring someone is not a common occurrence and it can be overwhelming. Whether it’s your first time interviewing a financial planner, or exploring your options to see if there is a better fit, it can be daunting. Before you get started Jason Farris outlines 5 important questions you should ask BEFORE meeting with an advisor.

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