Developing wealth preservation strategies has always been an essential part of retirement planning. However, today…
Greg WelbornMarch 30, 2022
Financial Planning
Which Pension Option Should You Choose If you have a pension and are retiring or…
Greg WelbornAugust 31, 2020
Who Can You Really Trust? Life is getting busier and more complicated, so it’s not…
Greg WelbornApril 15, 2020
Working with a Financial Planner: It’s Not just Business, It’s Personal What do you picture…
Chad GermannFebruary 26, 2020
Can A Financial Advisor Help You? Can a financial advisor help you in a meaningful…
Greg WelbornDecember 4, 2019
Avoid Running Out of Money In Retirement Life is full of things to worry about,…
Greg WelbornNovember 14, 2019
How Do You Achieve Financial Security? The short answer is you need a solid…
Greg WelbornOctober 30, 2019
Can you DIY your personal finances? By now, most of us are familiar with the…
Danny BeckwithOctober 3, 2019
Parents and students all across the country continue to wonder how they are going to…
Chris SiraganianSeptember 30, 2019
There are so many things to consider when hiring a financial advisor – competence, experience,…
Greg WelbornSeptember 19, 2019
Investments Checklist What is investing? We all hear about the great investors like Warren Buffett,…
Chris SiraganianAugust 7, 2019
Value of Fee-Only Advice After being in the business for a while now, I have…
Danny BeckwithJune 13, 2019
How To Become A Millionaire Do you want to be a millionaire? Of course, that’s…
Greg WelbornApril 17, 2019
Value of Fee-Only Advice After being in the business for a while now, I have…
Danny BeckwithMarch 20, 2019
If you ask most people “what is the basis for the best financial plan?”, odds…
First FinancialFebruary 6, 2019
“3…2…1…Happy New Year!” The clock has struck midnight, the ball has dropped, champagne has been…
Danny BeckwithJanuary 4, 2019
You Need a Solid Financial Plan Here's a quick recap of the importance of having…
Greg WelbornNovember 15, 2018
Hierarchy of Investment Advice and What Makes Fee-Only Different There are a lot of advisors,…
Greg WelbornAugust 31, 2018
Stanford's Marshmallow Experiment In the ‘60’s Stanford conducted a test with 4 and 5-year kids,…
Chad GermannAugust 11, 2018
We are often asked, “what’s the value of financial planning?” Fair enough question, and similar…
Scott SommersJuly 27, 2018
Investing is a great way to increase your net worth and reach your financial goals.…
Greg WelbornMay 1, 2018
Identify Theft In The Digital Age As you may have read, there was a security…
Greg WelbornOctober 2, 2017
The Importance of Money Management Today, I want to talk about a story that's ripped…
Greg WelbornSeptember 1, 2017
A Not-So-Humble Brag The urban dictionary defines “humble brag” as an attempt to brag by…
Greg WelbornJune 6, 2017
Video transcript: No, no, no, no! You can’t do that! That will never work! We’ve…
Greg WelbornMay 30, 2017
Are you paying attention to what you are spending? When it comes to our finances, paying…
Scott SommersMay 16, 2017
