Robin is a long-time client and is retiring at the end of this year. In a recent meeting she asked if she should roll over her 401k retirement plan to a self-directed IRA. For many people, their retirement plan is one of their largest financial assets, along with...

Very few people stop learning once their formal education is over. Whether you took a few classes to burnish your professional credentials or collaborated with coworkers to bring projects across the finish line, learning was probably essential to your career success....

John is the son of a client and has a young family. He reached out to us because he had been approached about overfunding a whole life insurance policy and borrowing out the cash value to execute Dave Ramsey-style debt snowball. This concept – overfunding and...