In The National Spotlight

A married couple should do this to get the most from Social Security

Victoria Rogers gives strategies available for couples looking to maximize Social Security income in A married couple should do this to get the most from ...

A married couple should do this to get the most from Social Security

James Moyer is featured in What Happens Now highlighting financial planning for College Grads.

College grads have some hard decisions to make about their financial future. James gives some sound advice in Financial Planning FYIs for College Grads

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Nancy Skeans offers thoughtful financial counsel to the rising number of couples choosing cohabitation without marriage.

As more couples choose to live together, they need to “have the finance talk first” as Nancy reminds us in the Forbes Magazine article “The

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David Brinkman recommends education to prepare for uncertain market times.

Using the Great Recession as a template, David counsels us to learn how a portfolio may perform in the planadviser article “Helping Participants

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Jason Staley tackles the question of how the new tax law affects muni bond holders.

State tax deductions changes may change the appeal of Munis. Read Jason Staley’s thoughts in the Financial Advisor IQ article “Why Munis Won’t

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7 Retirement Savings Mistakes

Saving for retirement is confusing — it’s no surprise we make mistakes along the way. Luckily, there are strategies to get back on track.

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Long-Term Investment Tips for Short-Term Market Concerns

Recent global headlines ranging from ongoing trade negotiations between the two largest global economies, the US and China, overall concerns of slowing

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