Latest Articles

5 financial matters to consider when moving to a new state

CFP®, Partner, Brightworth, Lisa Brown, and Wealth Advisor •
Kiplinger

Whether your company has decided to move its headquarters or operations to a new state or asked you to move to a different office location, you likely have a myriad of questions running through your mind. Where will I live? How are the schools? What’s the cost of living difference? Who are the best doctors?

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5 ways life insurance can pay off before you die

president, Kathleen Nolan, Owner, Family Focus Financial Group, and Investment Adviser •
Kiplinger

Many people who have life insurance are paying premiums for one reason–to assist their families after they’ve died. It’s an honorable decision, paying for something now that will benefit our loved ones later. But it’s worth knowing that you can actually let your life insurance policy work for you today, long before flowers are put

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Smart moves to prevent identity theft

Lisa Gerstner, Contributing Editor, and Kiplinger's Personal Finance •
Kiplinger

Data breaches got you worried? We don’t blame you. Hacking is on the rise. Last year, hacking incidents exposed 160 million records, compared with 3.7 million in 2010, according to the Identity Theft Resource Center, which tracks U.S. data breaches.  There’s not much you can do to guard your personal data when it’s in the

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When is the perfect time to invest?

CFP®, Inc., White Oaks Investment Management, Chief Investment Officer, CEO, and Robert Klosterman •
Kiplinger

While I never have seen a survey inquiring about the desire for investing at the perfect time, I am pretty confident that the resounding response to such a question would be, “Yes! I would like it if I could identify the perfect time to invest.” At the same time, isn’t that desire for certainty exactly

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