By now, if you're reading this, you probably know who we are. But do you know what we actually do? Aside from having “Financial” in our...

If there is one rule more important than any other when it comes to legacy planning, it is this:

By now, most of you know who we are, but do you know what we actually do? Aside from having “Financial” in our name, how do we help people?

Money mistakes are a common learning experience from which we can grow. However, when you’re in retirement, bad decisions can be...