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A financial planner shares a big misconception 20-somethings have about saving money

One of the best decisions you can make as a 20-something is to start saving money early and often. Because thanks to compound interest, you’ll end up with more money than you put away when you’re ready to retire. But many people wonder, is there a benchmark for how much I should be saving? According
5 steps to establishing your financial plan with an adviser

Personal experience as an investment adviser has taught me that often people and advisers may not communicate very well when it comes to an understanding of financial planning. In some cases, the adviser may have to fill in the blanks using financial planning software. The client, who is expecting more of a life plan, may
Can your financial game plan get you to and through retirement?

I’ve learned a lot about preparing for challenges in life from football. I played college football, coached high school football and now I coach my children’s teams. As an investment adviser, I use the principles of the game every day to build financial strategies that help get clients to and through retirement. Keys to these
Financial planning for special-needs children

Jessica and Nathan Pugh’s 5-year-old son, Lachlan, has a rare brain malformation that affects his motor skills, but that doesn’t seem to slow him down much. Lachlan enjoys zipping around in his motorized wheelchair, and he is content to spend hours in the toy aisle at Target. “He’s a very stable, happy and super fun