First Financial Insights

Man demonstrating 7 ways to legally avoid paying taxes
Greg Welborn

7 Ways to Legally Avoid Paying Taxes

Finding ways to minimize tax payments is a goal for many individuals and businesses. Luckily, the U.S. tax code offers several legal strategies to help

The eight biggest mistakes investors make
Greg Welborn

The Eight Biggest Mistakes Investors Make

Investing can be a powerful tool for building wealth, but it comes with its pitfalls—especially for new or casual investors. We’ve seen many investors fall

A person is weighing different investment options during inflation
Greg Welborn

What to Invest in During Inflation

Inflation is a fact of life in the national and global economies. We can’t say that we “always” live in inflationary times, but we certainly

Question mark over money depicting how much to save for retirement
Greg Welborn

How Much Should You Save For Retirement?

Everyone agrees that saving and investing for retirement is essential, but the more difficult question is: How much should you save for retirement? It’s a difficult

A man reviewing retirement annuities
Greg Welborn

Dangers of Annuities in Retirement

Embarking on the journey of retirement requires a thoughtful approach, and understanding the role of annuities in retirement is paramount. As the financial landscape evolves,

Understanding Annuities Guide

Financial Guide

Understanding
Annuities
Download

Categories

Ready to Talk?

Let’s schedule a time to learn about your needs and retirement plans.

Ready to Talk?

Let’s schedule a time to learn about your needs and retirement plans.

Understanding Annuities Guide

Financial Guide

Understanding
Annuities
Download

Categories

Ready to Talk?

Let’s schedule a time to learn about your needs and retirement plans.

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