by admin | Apr 28, 2016 | Blog
I think the following article, by Cameron Huddleston, has some really good information for everyone regarding various aspects of financial planning. Please feel free to pass it on to others. 15 Mistakes Smart People Make in Retirement Neglecting to plan for...
by Ron Boyer | Mar 12, 2015 | Blog
Here’s an informative article by a friend, Steven M. Greenwood, about common mistakes in estate planning and how to avoid them. There are a lot of mistakes your clients can make in estate planning. A lot. Bad planning can result in your client failing to protect...
