You may have heard a lot about the Department of Labor (DOL) Fiduciary Rule in the news. But do you know what it means for you, as a consumer? Here’s what you need to know.
Financial Services
The Price of Success
At a recent gathering, I spoke to Will, a local small business owner. Will and his uncle have built a very successful diesel repair business, they specialize in heavy equipment. I asked how their year had been.
Will was excited over the level of growth they had that year. They took on a large contract with Caterpillar, along with their existing client base, “it set them up pretty”, to quote Will. They hired two additional diesel repairmen and expanded their shop adding two additional repair bays. I asked if they had spoken to a financial advisor lately – his response was, why would they? They are doing great. (more…)
Check Your List and Check It Twice – A Year End Financial Checklist
It’s the holiday season and your schedule may be filled with parties, cookie making, and spending time with family and friends. But you better not pout, you better not cry, we’re telling you why. While Santa Claus is coming to town this month; in a few short months so is tax-time. Read our year-end financial tips that might help keep you off the naughty list come April 15th. (more…)
Faces of the Field | Mara Hoover
Meet Mara Hoover, a former residential general contractor who has never met a glass ceiling she couldn’t 
shatter. Singularly focused from an early age with entrepreneurial drive and ambition, Mara is the definition of the Millennial Hero generation.
Drawn to the financial services industry after devastating financial losses in the Great Recession, Mara has made it her mission to help others protect their loved ones and gain financial literacy and competency so they can live an empowered life.
