Articles

Financial Planning Licenses and Certifications Fnancial Advisor shaking hands with a client

Navigating the World of Financial Planning Licenses and Certifications

Navigating the World of Financial Planning Licenses and Certifications Written By Christopher Price Navigating the world of financial planning can be complex, but understanding the various licenses and certifications required can help individuals make informed decisions...

July 15, 2025

A Strategic Guide to Selling Your Business Through an ESOP

Written by Christopher Price Is an ESOP the Exit Strategy You’ve Been Looking For? As a business owner with $5 million to $50 million in revenue, you’ve likely spent years, maybe decades, building your company into...

July 1, 2025

Ways to Move Money In and Out of a Retirement Account

Written By Christopher Price Retirement accounts are a vital tool in building financial security for your future, providing important tax advantages to help you grow your savings. While many people are familiar with the idea of...

May 9, 2025

Path to Retirement: How John and Sarah Matthews Plan to Retire at 62 with $1 Million in Their 401(k)

Path to Retirement Written by Christopher Price Introduction For John and Sarah Matthews, retirement is fast approaching. At 55 years old, with $1 million savedin their 401(k), their dream is to retire by age 62 and...

April 17, 2025

The Inflation Challenge: Why CDs Alone Aren’t Enough for a Secure Retirement

The Inflation Challenge Written By Christopher Price Planning for a comfortable and worry-free retirement is a goal we all share. We have not seen CDs this high in years, so many investors consider Certificates of Deposit...

March 27, 2025

Saving VS. Investing: Know the Difference

Written by Christopher Price In the realm of personal finance, two fundamental concepts play a pivotal role in achieving financial security and prosperity: saving and investing. While often used interchangeably, these terms represent distinct strategies with...

February 20, 2025

The Four Ways to Invest In A Retirement Account

Written by Christopher Price Retirement accounts have gotten so popular these days that everyone assumes they should know how to invest in them. But it is not that simple, and the rules consistently change. Today we...

January 15, 2025

Mastering Your Finances

Mastering Your Finances A Comprehensive 7-Step Guide to Setting Financial Goals for the New Year, Including Investing Strategies Written by Christopher Price As we embark on a new year, now is the opportune time to reflect on...

December 11, 2024

A Professional Manager’s Investment Approach and Philosophy

A Professional Manager’s Investment Approach and Philosophy Written by Christopher Price Have you ever wondered how a professional money manager develops an investment approach and an investment Philosophy for each client? Our investment philosophy is grounded...

November 12, 2024