Even in turbulent financial times, the one thing you can always count on is a sound financial plan – and advisors who help you pivot with and understand the
There’s no doubt the current market is ugly. We have fielded many calls from concerned clients -- and understandably so. With everything you hear on the news
As a parent, you want to support your kids to get them started in life. But how do you know when you're giving them too much financial support?
In this episode
There will eventually come a time when you pass away but that doesn’t mean you should wait until then to start building a comprehensive estate plan.
In this
Language is a beautiful thing as it can seamlessly morph and adapt to changing times, but sometimes as older folks, it can be a little tough to understand the
Most people can agree that they’re concerned about college education planning and ultimately paying for the cost of college.
A 529 plan is a great tool in
It might feel good to just up and retire from your job without any plan. But that may not be the smartest choice.
In this episode, Jeff Green and Lauren Smith
Everybody has their own personal experiences which helped them kick start their career in the financial industry.
In this episode, Jeff Green and Lauren Smith
Having conversations about family wills can be tough. How do you start that conversation from one family to another?
In this episode, Jeff and Lauren share
Spouses can oftentimes be surprised by the changing dynamic of their marriage in retirement.
In this episode, Jeff Green talks with Dr. John Vincent a
What does it take to make the new year different? How do you hold yourself accountable for the changes you want to make?
In this episode, Jeff Green and Lauren
There is no doubt that the pandemic made an impact on everyone’s lives in some way, shape, or form. This becomes increasingly clear when you look at the state
