Blog
You have probably heard about all the different parts and plans in Medicare, but what do all those letters actually mean?
Election news is everywhere right now. You can’t get away from it—even your favorite financial advisors are writing articles about it!
The Setting Every Community Up for Retirement Enhancement (SECURE) Act is a bipartisan bill designed to address Americans’ difficulty in saving and investing for retirement.
Additional Resources
NAPFA's Find An Advisor Portal
You will of course find all of our advisors on NAPFA’s site too, but in case you want a longer list or didn’t find an advisor you were looking for on our site; the Find An Advisor tool by NAPFA is another resource.
XY Planning Network's Find An Advisor Portal
Our advisors are on the XY Planning Network site as well, but in case you want a longer list or didn’t find an advisor you were looking for on our site; the Find An Advisor tool by XYPN is another resource.
NAPFA's Field Guide
Another great resource from NAPFA is their Pursuit of a Financial Advisor Field Guide. It provides a good overview of the basics you’ll want to know as you begin your search for a great advisor.
