Latest Articles Written by our Team
The Benefits—and Limits—of a Revocable Living Trust in Estate Planning
A revocable living trust helps avoid probate, ensures privacy, and provides continuity if you’re incapacitated. But it doesn’t protect assets from lawsuits or help with Medicaid eligibility. It also doesn’t reduce taxes. To fill those gaps, consider an umbrella liability policy for asset protection and long-term care insurance for nursing home costs. A trust is a great start—but a complete plan requires more.

Navigating Tariffs with Dave Ramsey’s Four Investment CategoriesÂ
Tariffs can greatly impact investments, and Dave Ramsey’s four categories—Growth, Growth & Income, Aggressive Growth, and International—respond differently. Growth stocks may be hit hardest, while Aggressive Growth and International companies may benefit. Diversifying across all four can help reduce risk. Understanding these effects with the help of a financial advisor can guide smarter investing in uncertain times.

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The Fed Just Raised Rates for the First Time in 3 Years | What It Means for Your Retirement

Markets Rally Despite Fed Pressure, AI IPO Surges & Iran Oil Tensions

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New Highs, Then an Inflation Wake-up Call

The Market’s Down - Now What? Biblical & Proven Wisdom For Investors

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Retirement Plan Changes in 2025 For Those Ages 60 - 63 #retirementplan #retirementsavings

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Is your investment strategy outdated? Five Questions To Ask #retirementplan #retirementsavings

Why Whitaker-Myers Doesn't Like Target Date Funds #retirementplan #retirementsavings #retirementplan

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