Contrary to popular belief, financial success is NOT a function of what financial services firm is chosen (Merrill Lynch, Edward Jones, LPL Financial, Ameriprise Financial etc.) or what investments vehicles (mutual funds, annuities, stocks, etc.) are utilized in the...

Every generation has events that “define” the generation and while folks often state that “things will be different,” the old saying “the more things change the more things stay the same” is instead the reality. Of course, during times of uncertainty, it is only...

Who you are today is different than who you were 5 years ago and who you will be 10 years from now will be altogether different than who you are today - after all, evolution and change are as certain as both death and taxes. That said, having a comprehensive financial...