Estate Planning Basics: The Documents Every Louisiana Family Needs
By Rudy Blanchard, CFP®, CIMA®, APMA, MSM When someone sits down with me for a portfolio review, I ask to see their beneficiary forms along with their statements. More often than you’d expect, those forms haven’t changed since the account was opened, and the will in the file drawer is sometimes older than the grandchildren […]
How Do You Know When You Can Retire? A Readiness Checklist for Pre-Retirees
By Eric Greschner In our first meeting, I’m often asked the same question: How do I know when I can retire? It may seem like there should be a clear age or savings number that tells you when you’re ready, but the decision is usually more personal than that. In my experience, retirement readiness comes […]
First Year of Retirement: What to Expect
There’s a moment early in retirement that surprises a lot of people.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
What to Look for in Personal Finance Apps
Mobile applications have become ubiquitous. While many of these apps are games and social media platforms
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Countdown to College
As a parent, you of course want to give your child the best opportunity for success
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Value vs. Growth Investing
Looking at their recent track records doesn’t do much to settle the debate.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.