Diego A Garcia

03/27/2019

Let’s have a conversation about this key planning priority.

A funded buy-sell agreement can protect you and your family if something happens to you or your business partner. Here are four things you should know about funding a buy-sell agreement.

03/22/2019

This entrepreneur made a plan to retire early and on his own terms. Let’s get in touch if this is your goal, too.

How saving early and planning ahead helped him get there.

01/23/2019

Many families are rethinking where their funds are being allocated.

More than two-thirds of U.S. adults say they're making an effort to reduce their monthly budget.

01/22/2019

This writer values traveling with her family to explore new cultures and .

The life-long lessons international travel has taught them.

01/22/2019

There are many important questions to discuss.

Your employer may offer disability insurance, but investigate its coverage limits and tax implications.

01/21/2019

You may want to try this with your kids.

Don’t spend more than you make is easy to say but harder to do. See how Scott Ashline’s is teaching his teenage daughters to budget.

01/20/2019

Let's talk if you want to launch a business that runs on your terms.

When Heather Burkman launched Go-Comb, she knew she wanted to take a future maternity leave. Here’s how she set up a successful business and was able to take maternity leave while running a startup.

01/15/2019

Stocks open the year with another wild week, as the jobs report and calming words from the Fed’s Jerome Powell trigger a Friday stock-market surge to more than offset Thursday’s plunge.

01/13/2019

All Americans can benefit from great financial tech tools and a savvy advisor.

Whether it’s the fear of missing out (FOMO) or just simply not wanting to be left behind, young investors and businesses do not want to be left behind as we begin to see our traditional world of finance evolve and download itself into the 21st century. We examine this topic further in this article...

01/12/2019

Proud of the way my company is working to make financial planning plain and simple.

This time of year, as people are making their resolutions for the New Year, something really stands out to me. There are a lot of people who just don’t have a strong financial plan.