End-of-the-Year Money Moves

Here are some things you might consider before saying goodbye to 2020.  Provided by Misty Pittman   What has changed for you in 2020? For many, this year has been as complicated as learning a new dance. Did you start a new job or leave a job behind? That’s one step....

October Is Financial Planning Month

Six areas of personal finance to review.  Provided by Misty Pittman   When training to become a financial professional, much of our course work centers on the six critical areas of creating a financial strategy. Some recognize October as Financial Planning Month, so...

Why Regular Rebalancing Makes Sense

Your investment portfolio may be off-kilter, and you may not even know it. Provided by Misty Pittman   Everyone loves a winner. If an investment is successful, most people naturally want to stick with it. But is that the best approach? It may sound...

Conquering Retirement Challenges for Women

Looking ahead can help you conquer these unique obstacles. Provided by Misty Pittman   When it comes to retirement, some women face obstacles that can make saving for retirement a challenge. Women typically earn less than their male counterparts and often take time...