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Associates

• Angela Whitley
• Reed Clemons, CFP®
• James G. Kaighin, Jr., CFP®
• Jim Kaighin, Sr.

Learning Center

Flipbooks

• Financial Management Insight: Strategies to Help Build Your Future
• Understanding Social Security and Medicare: America’s Retirement Safety Net
• Higher Education: College Saving and Funding Strategies
• Investing Basics: Embark on Your Wealth-Building Journey
• Time to Get Tax-Savvy: Managing Your Tax Burden
• Envisioning Your Retirement: How to Prepare Today for a More Fulfilling Tomorrow
• Wealth Preservation: Planning to Leave a Legacy
• Financial Protection: Using Insurance to Help Manage Life’s Risks

Research Articles

• What Key Estate Planning Tools Should I Know About?
• How Can I Build and Preserve My Estate?
• How Will I Pay Estate Taxes?
• What Is an IRA Rollover?
• What Is a Roth 401(k)?
• What Does the Changing Pension Landscape Mean for Retirement?
• What Is a 1035 Exchange?
• What Is a 401(k) Plan?
• How Do Mutual Funds and Stocks Differ?
• What Is a Mutual Fund?
• 529 Lesson Plan: High Scores for 529 Plans
• What Are Some Tips for Managing My Money?

Videos

• What Is Socially Responsible Investing?
• A Tiered Investment Strategy
• Saving for College with a 529 Plan
• Handling Market Volatility
• The Sandwich Generation: Caught in the Middle
• Leaving Your Employer? Don’t Forget Your Retirement Savings Plan
• Digital Deception: Watch Out for Cybercrime
• Decrypting Crypto: Terms to Know
• Curious About NFTs? Here's an Introduction
• ETFs vs. Mutual Funds: What's the Difference?
• Your Retirement Savings Plan Comes with Tax Benefits
• Pay Down Loan or Invest
• Cryptocurrency: An Introduction
• Securities-Based Lending
• The Road to Retirement Can Begin at Work
• Secure 2.0 Act Seeks to Boost Retirement Readiness
• The Cost of Waiting to Invest: Effect on Your Wallet Today
• The Cost of Waiting to Invest: Effect on Your Wallet Tomorrow
• Roth IRA Basics
• Wealth-Building Strategies for HENRYs
• What Is the 4 Percent Rule?
• How to Be a Better Investor
• Navigating Your Social Security Statement
• 4 Money Mistakes You Might Be Making
• Alternative Investments: The Pros and Cons of Branching Out
• What Is a Financial Wellness Plan?
• 2025-2026 FAFSA Opens December 1
• Social Security 2025 COLA Is the Lowest in Four Years
• Staying on Top: 5 Tips for Maintaining a Strong Credit Score
• 2025 Federal Income Tax Brackets
• Should You Pay Off Debt or Save for Retirement?
• Should You Sell When the Market Drops?
• 3 Potential Benefits of Dollar-Cost Averaging
• The Basics of Social Security Retirement Benefits
• Financial Planning: Helping You See the Big Picture
• Stocks and Stock Mutual Funds 101
• Bonds and Bond Mutual Funds 101
• The Pros and Cons of a Big Tax Refund
• Are Your Investment Decisions Influenced by Emotions?
• 6 Reasons to Work with a Financial Professional
• Women and Money: Taking Charge of Your Financial Future
• Putting Together the Retirement Income Puzzle
• Social Security: When Should You Claim Retirement Benefits?
• How Sequence of Returns Can Affect Your Retirement Savings
• Taking a Financial Inventory
• 3 Factors to Consider When Investing for the Long Term
• 4 Things To Do in the 4 Years Before College
• Taking a Closer Look at Target Date Funds
• The Latte Habit
• Do You Know Who Your Beneficiaries Are?

Glossary