Archive

Hear our President, Kay Lynn Mayhue, CFP®, AEP®, RFC®, talk with Emily Boothroyd, JD, CFP® discuss the importance of being prepared and the documents that you may need to have…

Becoming a Widow Since recently becoming a widow, Deborah often feels as if she’s trapped on a renegade roller coaster of stress, fear, confusion, exhaustion and loneliness. As if her…

Are you interested in how the Cares Act will impact you or your family? Watch this short 2-minute video from one of our Wealth Managers, Marcus Anderson, to find out…

Saying Goodbye Many estimates suggest that after their spouses die, a whopping 70% of widows fire their financial advisors. Anecdotal evidence suggests this often happens because the advisor (who supposedly worked for…

First Things First For centuries, some of the world’s greatest thinkers have contended that helping others is the key to happiness. So you might think that volunteering your time, talent…

They say we get wiser as we get older, but let’s face it: Many new uncertainties and challenges can crop up as people get deeper into their golden years. Changes…

By Joy Kirsch Repetition-Worthy Advice for Widows Make sure your bills are paid so you can keep your good credit. (Don’t pay your husband’s bills from your part of the…

Nagging Questions In the early days after losing a spouse, financial decisions can seem pretty far down on your list of concerns. Your days can be consumed by planning a…

Many extremely wealthy people have a much better handle than others on a key concept of success: the long game.The long game means having a concrete vision of your ideal…

The self-made Super Rich—people with a net worth of at least $500 million that they built through their own hard work—often possess a treasure trove of knowledge, insights and actionable…