In today's fast-paced world, it's easy to fall into the trap of comparing ourselves to others, especially when it comes to our finances. Social media, advertising and even our social circles bombard ...

Susanne Smith Meyer lives in Concord. In his Monday, Jan. 22, My Turn, Roy Schweiker made a number of valid arguments related to the Monitor Way and Steeplegate Mall mixed use development proposals.

The purpose of planning is to develop a blueprint for growing a business. The management team creates a vision for a larger, more profitable company. The heart of the planning process is envisioning ...

As advisors, we spend most of our time analyzing the numbers. The real work, the most meaningful work, begins when we start asking our clients the harder questions: What do you want your wealth to ...

Financial freedom is a term we hear repeatedly. So often, in fact, it’s almost lost its meaning. While everyone’s idea of freedom is unique, they all have one thing in common: the time, space and ...

California private retirement plans (a/k/a "PRPs") are the hottest asset protection vehicle selling in the Golden State and the latest flavor-of-the-day planning tool. Because PRP assets are exempt ...

Many authors have argued on the pages of Task and Purpose that good planning is the key to financial and professional success for anyone preparing to leave the military. Those arguments are clear and ...

For most of our members, once the kids are out of the house, graduated from college, and (hopefully) functioning on their own, the next major financial milestone is retirement. It can be a daunting ...

When most people think about retirement planning, their minds go straight to the numbers. How much do I need? How much can I spend? Will my savings last? These are important questions, but they’re ...

The Alachua County Local Planning Agency and Planning Commission on Wednesday voted in favor of a proposed development for a 75-acre groundwater recharge wetland park in the western part of the county ...