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The Art of Financial Planning

Let’s paint a picture of your financial future.  What does it look like?  Will you be painting it yourself, or will you hire a professional to help you?  For many people, financial planning is not a one-stop shop.  Over time, you encounter different companies, several...

Are You a Dreamer or a Dream-Builder?

Everyone has dreams. Some dreams are born while sitting in rush hour traffic; a passing thought that begins with “what if?” Dreams come in all shapes and sizes, especially those relating to wealth: (I want to stop living paycheck to paycheck, I want to run my own...

Tips on Raising Money-Savvy Kids

Your child’s introduction to economics is often a piggy bank. It’s an easy tool to teach them about our national currency and the concept of saving. At every stage of childhood and even into adulthood, parents can educate their kids to build lifelong financial skills....

Emotional Side of Retirement

There’s a children’s book called, “Stan the Hot Dog Man.”(1)  It’s about a man who works at a bakery for his entire life. When it comes time to celebrate his retirement, he doesn’t wonder what he will do next because he already has a plan. He buys a hot dog truck and...

Money Smart Week

Founding Partner, Don Hannahs, and Associate Planner, Marshall Segars, are taking part in the City of Norfolk’s Money Smart Week April 21 to 28 by hosting several free seminars focused on helping consumers learn how to better manage their private assets. Read the full...