Improving lives through sound financial planning.

Is Your 401(k) on Track?

By Ellen Anderson | August 17, 2022

Managing your 401(k) plays a critical role in determining the success of your retirement plan. For about one-third of American workers (32%), retirement accounts are expected to be the primary source of retirement income, according to Transamerica Center for Retirement Studies. In other words, your 401(k) may be a meaningful part of your portfolio and […]

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Investing is a Marathon, Not a Sprint

By Philip Tull | December 4, 2017

Have you ever committed to something and halfway there think, “Oh, that was a baaad decision?” Well, you have my absolute sympathies! I had signed up for the Savannah Rock ‘n’ Roll Half Marathon – my first half marathon ever – and before this year I had never breached the 4 mile mark. After an […]

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Passive Index Funds vs Active Management Funds

By Philip Tull | September 15, 2017

Have you ever thought about how you make your choices every day? Take traffic, for instance. My brother lives in Washington, D.C., and works roughly an hour away from where he lives. On any given day there could be traffic that extends his drive 30-40minutes, or even more! Because of the traffic the shortest route […]

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