Making It Less Complicated: Flat-Fee vs. AUM-Based Pricing
What does AUM mean — and how are financial planning fees based on assets under management calculated? Learn the difference between flat-fee and AUM-based pricing, and what makes a flat
August 2019
Back to Basics: Life Insurance
Is life insurance right for you? If so, how much do you need? From whole life to term and individual or group — and everything in between — explore the
Back to Basics: Changing Employers? What You Can Do With Your Retirement Plan
When you change jobs, you often have some important decisions to make. But what can you do with your former employer’s retirement plan? Learn why it’s important to understand your
The Federal Reserve Lowered Rates for the First Time in Over a Decade — What It Means for You
Now that the U.S. Federal Reserve has lowered the federal funds rate from 2.5% to 2.25%, what does the cut mean for your investments, savings, and borrowing? And is another