Your Year-End Financial Checklist 
It’s hard to believe, but another year is almost in the books. Before you get…
Beth ChenetteDecember 14, 2015
403(b) Contribution Limits for 2016 
Congratulations! You are well into the second six weeks of school and hopefully good student…
Tracy KingNovember 25, 2015
Wishing You A Bountiful Thanksgiving 
Thanksgiving is my absolute favorite holiday, a time of the year that my family and…
Mehran AssadiNovember 23, 2015
How I Paid for the Life Insurance I Didn’t Think I Could Afford 
Life insurance can be a less than fun topic to think and read about. I…
Tracy KingNovember 10, 2015
Secrets of a Former Financial Advisor: Dance With The One Who Brung You 
“Dance With The One Who Brung You” – Old Southern Saying (with various ungrammatical variations).…
Mark BatesNovember 9, 2015
