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August 16, 2018

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January 18, 2018

*Originally posted on ruston.agentadvisors.com*

Question: I have been working with a financial planner for a few years and I’m not satisfied. It isn’t so much about the investment part. That’s been OK. But I jus...

December 6, 2017

*Originally posted on andefrazier.com*

The first step to finding a great money team is to recognize that ultimately you are 100% responsible for your financial decisions.  This includes making sure you are educa...

November 21, 2017

As year end approaches, various holidays have most people running around preparing for guests, buying gifts and doubling-down on the craziness already controlling most people’s lives.  But this is also a time o...

November 9, 2017

Building a business takes a lot of effort, time and money.  With your attention typically focused on daily tasks and personnel, you may be unaware of critical financial planning issues that could impact your lo...

July 21, 2017

Major life events can be happy, joyful, stressful, sad and many things in between. The one thing they have in common is that as each new event happens, it marks a new chapter in your life. Whether it’s a marria...

June 23, 2017

Have you ever felt like no matter how hard you try, you just can’t get ahead? “Financial rules” can seem to be set up so that they only benefit those who have made them. When planning for your financial future,...

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