by Cheryl Norman | Jul 19, 2016 | Private wealth blog
In April of this year, legislation was passed known as The Department of Labor (DOL) Fiduciary Rule. Inasmuch as these rules are making headlines in the mainstream media, we want to provide information to help our clients and prospective clients better understand how...
by Cheryl Norman | Jan 13, 2016 | Private wealth blog
(Free Application for Federal Student Aid) If completing the FAFSA (Free Application for Federal Student Aid) is on your “To Do” list this January, chances are you are dreading what could be the arduous task of assimilating all of the data and information necessary to...
by Thad Johnson | Oct 23, 2015 | Private wealth blog, retirement plan blog
We often get asked by clients “What estate documents do I need?”. Following is a short description of each of the key estate documents and what purpose they serve. We encourage everyone to adopt the first three (Durable Power Of Attorney, Health Care Directive and a...