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Our 5 Favorite Leaders in Business

Most of us are familiar with at least one of the Fortune 500 companies across the United States. The leaders of these companies inspire change bringing us new innovations progressing us into the future. John Maxwell said, “People buy into the leader before they buy into the vision.&#8 …

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How Your Employee Benefits Fit into Your Financial Plan

Your Health Savings Account (HSA) is a cornerstone of your benefits planning. The money is triple tax-advantaged – contributions, growth and withdrawals for qualified expenses are not taxed. This account is like nothing else, and you need to take full advantage of it. 

3 Retirement Potholes (and How to Avoid Them)

The retirement planning process is full of potholes – they seem to pop out of nowhere and can do major damage if you’re not careful. In my years as a financial guide, I’ve put in a lot of man-hours helping people avoid financial potholes. The danger is real and the monetary bruises take a w …

How to Go from Making Money to Making Money Happen in Retirement

It’s a concept that is all too important as 4 in 10 Americans are at risk of running out of money in retirement. The landscape changes when you retire. Your goal now is to conserve, grow, maintain and otherwise hold onto what you already have. 

4 Tips to Take Your 401(k) to the Next Level

The best kind of money isn’t old, new or even tax-advantaged – it’s free money! If your employer has a 401(k) program, they probably have a matching plan. Know what that is and make sure you max it out. They’re essentially giving you money, which you never want to turn down.

Retirement for Young People

Published by Sidney Meriweather, Relationship Manager I was sitting in class for one of my CFP® courses, and the professor asked me, “When do you plan to retire?” I really couldn’t come up with a good answer other than, “maybe 65?” You see, at 24 years old, I’m barely thinking about what I’ …

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