Estate PlanningFinancial PlanningInvesting & Market CommentariesTax Planning Wealth Preservation Strategies: 6 Steps to Secure Your Finances Developing wealth preservation strategies has always been an essential part of retirement planning. However, today…Greg WelbornMarch 30, 2022
Preparing For RetirementFinancial PlanningInvesting & Market Commentaries Saving For Retirement At 50 Saving for retirement is one of the most important baseline financial steps you must take…Scott SommersFebruary 3, 2021
Retirement & FreedomFinancial PlanningPreparing For Retirement Which Pension Option Should You Choose Which Pension Option Should You Choose If you have a pension and are retiring or…Greg WelbornAugust 31, 2020
Financial PlanningBench TalkPreparing For RetirementRetirement & Freedom Avoid Running Out Of Money How To Avoid Running Out Of Money Life is full of things to worry about,…Greg WelbornJune 17, 2020
Financial PlanningFamilies & ProfessionalsPreparing For RetirementRetirement & Freedom How To Attain Real Wealth Real Wealth There’s a lot of talk about wealth – how to create it, grow…Greg WelbornMay 5, 2020
Financial PlanningFamilies & ProfessionalsPreparing For RetirementRetirement & Freedom Can You Trust Your Financial Advisor? Who Can You Really Trust? Life is getting busier and more complicated, so it’s not…Greg WelbornApril 15, 2020
Financial PlanningFamilies & ProfessionalsPreparing For RetirementRetirement & Freedom Working With a Financial Planner Working with a Financial Planner: It’s Not just Business, It’s Personal What do you picture…Chad GermannFebruary 26, 2020
Financial PlanningBench Talk Can A Financial Advisor Really Help? Can A Financial Advisor Help You? Can a financial advisor help you in a meaningful…Greg WelbornDecember 4, 2019
Retirement & FreedomFinancial PlanningPreparing For Retirement How To Avoid Running Out of Money In Retirement Avoid Running Out of Money In Retirement Life is full of things to worry about,…Greg WelbornNovember 14, 2019
Retirement & FreedomBench TalkFinancial PlanningPreparing For Retirement How to Achieve Financial Security in 7 Straightforward Steps How Do You Achieve Financial Security? The short answer is you need a solid…Greg WelbornOctober 30, 2019
Financial PlanningBench TalkFamilies & Professionals Can You DIY Your Finances? Can you DIY your personal finances? By now, most of us are familiar with the…Danny BeckwithOctober 3, 2019
College PlanningBench TalkFamilies & ProfessionalsFinancial Planning How To Pay For College Parents and students all across the country continue to wonder how they are going to…Chris SiraganianSeptember 30, 2019
Financial Planning Should You Hire A Local Financial Advisor? There are so many things to consider when hiring a financial advisor – competence, experience,…Greg WelbornSeptember 19, 2019
Bench TalkFinancial Planning Investment Checklist: step one, have cash flow? Investments Checklist What is investing? We all hear about the great investors like Warren Buffett,…Chris SiraganianAugust 7, 2019
Families & ProfessionalsBench TalkFinancial PlanningPreparing For RetirementRetirement & Freedom Financial Wisdom and Fee Only Advice Value of Fee-Only Advice After being in the business for a while now, I have…Danny BeckwithJune 13, 2019
Financial PlanningBench TalkFamilies & ProfessionalsPreparing For RetirementRetirement & Freedom How to Become a Millionaire How To Become A Millionaire Do you want to be a millionaire? Of course, that’s…Greg WelbornApril 17, 2019
Financial PlanningBench TalkFamilies & ProfessionalsPreparing For RetirementRetirement & Freedom This is the Value of Fee-Only Advice Value of Fee-Only Advice After being in the business for a while now, I have…Danny BeckwithMarch 20, 2019
Families & ProfessionalsFinancial PlanningPreparing For RetirementRetirement & Freedom The Best Financial Plan is Not Based on Money If you ask most people “what is the basis for the best financial plan?”, odds…First FinancialFebruary 6, 2019
Families & ProfessionalsFinancial PlanningPreparing For Retirement New Year’s Advice: Get Up and Go “3…2…1…Happy New Year!” The clock has struck midnight, the ball has dropped, champagne has been…Danny BeckwithJanuary 4, 2019
Bench TalkFamilies & ProfessionalsFinancial PlanningPreparing For Retirement You Need A Solid Financial Plan You Need a Solid Financial Plan Here's a quick recap of the importance of having…Greg WelbornNovember 15, 2018
Financial PlanningBench TalkFamilies & ProfessionalsGreg WelbornInvesting & Market CommentariesPreparing For RetirementRetirement & Freedom What Makes Fee-Only Different? Hierarchy of Investment Advice and What Makes Fee-Only Different There are a lot of advisors,…Greg WelbornAugust 31, 2018
Bench TalkFamilies & ProfessionalsFinancial PlanningInvesting & Market CommentariesPreparing For RetirementRetirement & Freedom Financial Planning and Delayed Gratification Stanford's Marshmallow Experiment In the ‘60’s Stanford conducted a test with 4 and 5-year kids,…Chad GermannAugust 11, 2018
Families & ProfessionalsFinancial PlanningPreparing For RetirementRetirement & FreedomScott Sommers The Value of Financial Planning We are often asked, “what’s the value of financial planning?” Fair enough question, and similar…Scott SommersJuly 27, 2018
Investing & Market CommentariesFamilies & ProfessionalsFinancial PlanningGreg WelbornPreparing For RetirementRetirement & Freedom All You Need to Know About Investing Investing is a great way to increase your net worth and reach your financial goals.…Greg WelbornMay 1, 2018
Bench TalkFamilies & ProfessionalsFinancial PlanningPreparing For RetirementRetirement & Freedom Equifax Data Breach Identify Theft In The Digital Age As you may have read, there was a security…Greg WelbornOctober 2, 2017
Bench TalkFinancial Planning Money Management Lessons from Johnny Depp The Importance of Money Management Today, I want to talk about a story that's ripped…Greg WelbornSeptember 1, 2017
Financial PlanningBench Talk Bench Talk: 5 Things You Can Do 5 Things You Can Do Today There is an old saying, part of Isacc Newton's…Chad GermannJune 19, 2017
Financial Planning 2017 Five Star Wealth Manager Award Winner A Not-So-Humble Brag The urban dictionary defines “humble brag” as an attempt to brag by…Greg WelbornJune 6, 2017
Bench TalkFamilies & ProfessionalsFinancial PlanningInvesting & Market CommentariesPreparing For RetirementRetirement & Freedom Is Your Advisor an Eeyore? Video transcript: No, no, no, no! You can’t do that! That will never work! We’ve…Greg WelbornMay 30, 2017
Bench TalkFamilies & ProfessionalsFinancial PlanningPreparing For Retirement Bench Talk: Are You Paying Attention? Are you paying attention to what you are spending? When it comes to our finances, paying…Scott SommersMay 16, 2017