Great Reads If you get to know me personally, you’ll learn that I love to read. I frequently share interesting reads and books with our...

What is a “Holistic Plan?” It’s not uncommon to hear the term “holistic plan” in the financial planning and services industry. Most...

You work hard to earn a living, but if you’re new to investing you might be wondering how exactly your money can go to work for you. At...

My wife is a high school basketball coach. There are so many times she’ll create a game plan, explain the game plan to the ladies on her...