Recent News and Articles
The S&P 500 is Beating the Dow – Or Is It?
The S&P 500 is beating the Dow by a wide margin through September 14, 2023 but if we look back a bit further, a different story emerges.
RMD’s: Not for You Till 72
Griffin Baker, CFP® shares how the new RMD rules will affect clients and their financial future.
The Securing a Strong Retirement Act of 2022
Brian Jones, CFP® explains the proposed legislation of the Securing a Strong Retirement Act of 2022.
Planning For Long Term Care with Dr. Christine Hunter
David Greene, CFP® hosts Dr. Christine Hunter, to discuss real life long term care planning experiences.
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