Estate Planning

I recently passed my Series 65 Examination and am finalizing my paperwork to become a financial advisor in the State of Tennessee. I am excited to begin this chapter of my professional career and [...]

As I approach the age of 50, I am starting to think and see things in a different light. To do this properly, you need to know where you have been, understand any mistakes you might have made and [...]

Here I have decided to take a moment to stop and introduce myself a little and discuss my credentials. First, I have been employed by the federal government since 1999 as either a bank examiner [...]

Do you think that a trust is only for the wealthy or super rich? If that is your take on a trust, then you may want to consider things a little further. Yes, a trust is normally associated with [...]