Blog

The Cost of Infertility: How to Navigate the Finances of IVF

By Erin Wood, Senior Vice President, Financial Planning and Advanced Solutions After my struggle with pregnancy issues, I was surprised by how quickly I found out I wasn’t alone. Friends, relatives, coworkers – people I’d known for years – were suddenly sharing with me a vital but private p …

Continue Reading!

The Power of ‘Emotional ROI’ Through Charitable Giving

Return on Investment (ROI) is a term you learn about 5 minutes into your first class in business school. Maybe the business model is elegant and the organization is streamlined, but that all begs the question: what is the ROI? How much will we make?

The Art of Being Thankful

Published by Stephanie Wilson, Lead Communications Associate It’s the time of year when our thoughts go to thankfulness for our family, friends, and all we have received. There is more to be thankful for than the things that money can buy. The intangible things are the ones that touch us th …

5 Steps to Protect Your Identity in the Digital Age

Identity theft is increasingly common and severe in today’s digital world. Although many organizations now provide services for credit monitoring, how can you make sure you’re adequately protected? Also, if you work with industry professionals, how can you feel confident your information is …

When Work Becomes Optional

Published by Robert W. Huntley, CFP®, CHFC®, CKA® Founder & Wealth Advisor WHAT WILL YOU DO WHEN WORK BECOMES OPTIONAL?  For most people, there is never enough money. Either that is factually true, meaning the numbers just don’t add up yet, or, it’s emotionally true, they will never fee …

Veteran Outdoors Interview – Cody Hirt

Published by Sidney Meriweather, Director of  First Impressions CODY, WHAT IS YOUR LIFE DEFINED? Hi, I’m Cody Hirt and one of the co-founders of Veteran Outdoors. For me, a “Life Defined” is getting out serving others in a physical way. When you’re worn out spiritually, emotionally, and phy …

1 2 3 4

Get in Touch

In just minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Contact Us
Business professional using his tablet to check his financial numbers

401(k) Calculator

Determine how your retirement account compares to what you may need in retirement.

Get Started