Preparing For Retirement How to Choose a Property Management Company Operating a rental property is challenging work because modern buildings are unrelenting in their demand…First FinancialJuly 30, 2021
Preparing For RetirementInvesting & Market Commentaries How Long Will $500,000 Last in Retirement? How long will $500,000 last in retirement is a great question to be asking as…Scott SommersMay 7, 2021
Investing & Market CommentariesPreparing For Retirement Pension vs 401k | What You Need To Know Pension vs 401k Pensions and 401ks are two retirement plans that often get confused with…Greg WelbornApril 12, 2021
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
Investing & Market CommentariesFamilies & ProfessionalsPreparing For Retirement Best Dividend Stocks For Retirement Best Dividend Stocks For Retirement When creating a retirement investment plan, look no further than…Greg WelbornFebruary 1, 2021
Investing & Market CommentariesPreparing For RetirementRetirement & Freedom What Happens to a 401k After You Quit Your Job? You may be asking yourself, “what happens to my 401k if I quit my job?”…Greg WelbornNovember 2, 2020
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
Investing & Market CommentariesBench TalkFamilies & ProfessionalsPreparing For RetirementRetirement & Freedom Best Financial Investments in 2020 What were the best financial investments in 2019? This is the question that many people…Greg WelbornJanuary 24, 2020
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
Investing & Market CommentariesFamilies & ProfessionalsPreparing For Retirement How To Design Your Investment Portfolio Long-term Bedrock Principles How do you successfully build and manage an investment portfolio to accomplish…Greg WelbornOctober 16, 2019
Investing & Market CommentariesBench TalkFamilies & ProfessionalsPreparing For RetirementRetirement & Freedom Financial Recession: Top 3 Things to Do If you have been listening to the news there seems to be a lot of…Chad GermannSeptember 4, 2019
Investing & Market CommentariesFamilies & ProfessionalsPreparing For RetirementRetirement & Freedom Equifax Data Breach Settlement Equifax, one of the largest credit reporting agencies in the country, has finally reached a…Greg WelbornAugust 23, 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
Insurance & AnnuitiesPreparing For RetirementRetirement & Freedom Annuities Here, Annuities There… Buyer Beware! With interest rates still near historic lows, and stock market volatility near all-time highs, it’s…First FinancialMay 22, 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
Bench TalkFamilies & ProfessionalsInvesting & Market CommentariesPreparing For RetirementRetirement & Freedom Stocks and Bonds Diversification Diversification Diversification starts with predictability. Before we even start building an investment portfolio for a…Greg WelbornFebruary 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
Bench TalkFamilies & ProfessionalsInvesting & Market CommentariesPreparing For RetirementRetirement & Freedom What Are Bonds and Why Own Them? Companies have the ability to raise money in a lot of different ways. If…Greg WelbornJanuary 23, 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
Families & ProfessionalsInvesting & Market CommentariesPreparing For RetirementRetirement & Freedom Market Update: Irrational Fear in The Stock Market There is a certain craziness in the stock market now, an irrational fear to paraphrase…First FinancialDecember 21, 2018
Bench TalkFamilies & ProfessionalsInvesting & Market CommentariesPreparing For RetirementRetirement & Freedom What Are Stocks and Why Own Them? So, what are stocks? A stock is in simple terms, a piece of paper stating…Greg WelbornDecember 20, 2018
Preparing For RetirementRetirement & Freedom The Retirement Savings Crisis There is no sugar-coated way to say this: we have a retirement savings crisis on…First FinancialDecember 6, 2018
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
Investing & Market CommentariesFamilies & ProfessionalsPreparing For RetirementRetirement & Freedom Are Interest and Dividends Working for You? Do you know the difference between simple-interest and compound-interest? You’re probably scratching your memory, thinking…First FinancialNovember 1, 2018