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Our Weekly Blog

Where can I get 5% and no risk? Thumbnail

Where can I get 5% and no risk?

As financial planners we want to ensure that our clients have the money they need once they retire and have as little money worries as possible. While you are working, if the stock market declines, you might decide to just work a few more years to make up for the lower value of your investment accounts. #RetirementIncome #RetirementPlanning #WorryFreeRetirement #LymanJackson

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Imparting good financial habits to young adults Thumbnail

Imparting good financial habits to young adults

One of the best pieces of financial advice I ever gave to my son was when he wanted to buy a new electronic game called Disney Infinity. He had seen the ads and had fallen in love with the game. But it was going to be expensive, using up all of his Christmas money and cash.

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Before someone dies Thumbnail

Before someone dies

If you live long enough, you’re going to have a family member or close friend die. Compounding an already sad and stressful event, a person’s passing means that someone needs to take over their affairs—which is not a small job. Here are the things you need to do to be prepared.

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