Blog

by Jeremy D. Shipp CFP®, CLU®, RICP® I saw a story over the summer that highlighted the importance of balance ...

The National Mentor campaign started in 2002 and aims to raise awareness about the need for more Mentors and to ...

When the end of the year approaches, many advisors plan their client annual reviews. When was the last time you ...

Whether performed quarterly, semi-annually or annually, one of the most important meetings you will have with your client, next to ...

You’ve worked hard to gain the skill sets and financial insights needed to become a trusted financial expert! You’ve applied ...

What if Congress slams the door on back door Roth IRA strategies? What if capital gains taxes increase? What if ...

Inflation strikes again, so let’s assess the damage. Have you noticed the rapid increase in college tuition prices?  College tuition ...

Open enrollment for Medicare begins on October 15th, and healthcare is on everyone’s mind. For your clients turning 65, they ...