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Check out the background of this investment professional on FINRA’s Broker CheckBrokercheck

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Articles

Posted on: August 14, 2026

How to invest without a 401(k)

How to Invest Without 401(k) Written by: Matt Manson How to Invest When Your Company Doesn’t Offer a 401(k). Here’s something a lot of people don’t rea…
Posted on: June 30, 2026

Creating a Work Optional Lifestyle

Written by: Patrick Rogers CFP® For a long time, retirement was sold as the ultimate finish line. Work hard for 40 years. Save enough money. Then stop worki…
Posted on: January 8, 2026

The Rule of 72

Written by: Richard Godfrey Sr. Ever wondered how long it takes your money to double? Turns out you don’t need a fancy calculator. There’s a simple trick…
Posted on: October 28, 2025

Estate Planning with Purpose: How to Build a Legacy That Lasts

Written by: Patrick Rogers CFP® When most people hear “estate planning,” they think of lawyers, court documents, and what happens after you die. But that…
Posted on: September 16, 2025

3 Simple (but Powerful) Steps to Secure Your Financial Future

Written by: Cheryl Maddox CFP® There are three things you want to do before you do anything else when creating a financial plan. They are simple, and yet…
Posted on: July 30, 2025

Conquering Your Debt Mountain

Written by: Brian Wheeler There is a mountain on the horizon. Seeing those misty outlines in the distance might awaken something in your gut, just as it did f…