Announcing My New Book: The Humanity Factor
By Frank Legan Financial planning is a lifelong process, not a one-time event. When you engage in a relationship with a financial advisor, how do
By Frank Legan Financial planning is a lifelong process, not a one-time event. When you engage in a relationship with a financial advisor, how do
By Dayna Smith When it comes to financial readiness for retirement, few things are as important as planning for your healthcare needs. And a large
By Frank Legan Navigating the financial landscape can feel like a maze, with pitfalls and challenges at every turn. That is why I want to
By Dayna Smith The rising cost of college is a well-known reality, with public universities now demanding an average of over $26,000 per year in
By Frank Legan Life can take unexpected turns, and one such challenge that many individuals face is the loss of a spouse. If widowhood happened
By Dayna Smith Americans have flexibility regarding when to begin claiming Social Security benefits. There are pros and cons to taking your benefits sooner versus
By Dayna Smith When most people think of financial independence, they think of hitting retirement age and finally being free from the burden of their
Looking at where you are now compared to where you were five or even ten years ago can help you be more productive when planning
By Frank Legan Retirement is supposed to be a time of relaxation and enjoyment, but for many, it can also bring financial anxiety and stress.
By Dayna Smith It’s been said that change is the only constant in life, and the unfortunate reality is that sometimes this change includes a
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