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Finding A Financial Advisor Even Your Mom Could Trust

By Curt Stowers | June 21, 2024 | Comments Off on Finding A Financial Advisor Even Your Mom Could Trust

You’ve come to the conclusion that you need the help of a financial advisor.  Multiple friends have given you “their guys” name.   You’re confused and overwhelmed.   You don’t want to make the wrong choice and you’re worried that you may inadvertently hire the next Bernie Madoff. Sound familiar?  That’s not surprising at all.  For most…

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Cash Out Your Stock Options?

By Curt Stowers | June 7, 2024 | Comments Off on Cash Out Your Stock Options?

With the stock market reaching new highs on a regular basis, the question of what to do with stock options is weighing heavily on many individual’s minds.  While each individual’s situation is unique, there are some factors that you should consider as you make this decision: What is your plan? Decisions regarding the sale or…

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How Families Can Calculate Retirement Income Wants Versus Needs

By Curt Stowers | May 3, 2024 | Comments Off on How Families Can Calculate Retirement Income Wants Versus Needs

Perhaps the biggest fear of families is how they will “get paid” in retirement. Gone is the regular paycheck and the annual bonuses; and, after years of building a nest egg, the new retiree is faced with the extremely uncomfortable task of tapping in to the hard earned savings.

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