Latest Articles

5 things fourth-quarter football strategy can teach you about retirement planning

CFP®, Phil Simonides, Group Vice President, and McAdam Financial •
Kiplinger

Football season is entering a critical stretch, and the thrilling nature of the games is boosting the sport’s popularity during this time of year. Have you ever watched a game and thought that the fourth quarter always seems to matter the most? As the game gets closer to the end, the pressure builds, and teams

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6 things married couples should talk about when planning for retirement

Fullerton Financial Planning, Steve Fullerton, Investment Adviser, and Co-Founder •
Kiplinger

When they discuss the future, couples in their 50s and 60s often put the focus on their children and grandchildren or the needs of their aging parents. If they get around to talking about themselves at all, they might discuss an upcoming vacation or something that needs fixing around the house. But what they tend

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6 ways to make the most of your charitable giving

RFC, Eric Mattinson, Investment Adviser Representative, and Semmax Financial Group Inc. •
Kiplinger

I often talk about how my family has shaped me into the man I am today. One set of grandparents got me started on saving and understanding finances; they purchased mutual funds for me when I was young, and even got me a subscription to Kiplinger’s Personal Finance magazine. My other grandparents taught me a

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