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Tax Filing Need-to-Knows for 2020

Have you filed your 2020 taxes yet? We know it can be overwhelming doing your taxes in general and with 2020 being the year of the pandemic, there are even more questions surrounding this year’s tax season and Tax Day.

Should You Consult a Financial Advisor Before Buying a Home?

March is the peak season for house listings, which means that you, as a buyer, might be thinking about what your next step is for your living situation. This big decision could likely impact your life for years to come. It may warrant the question, “Should I consult a financial advisor before buying a home?”

Leading Retirement Firms Launch “Income America” With In-Plan Target Date Series And A Lifetime Income Guarantee

KANSAS CITY, Mo., March 3, 2021 /PRNewswire/ — A consortium of leading retirement firms that includes American Century Investments, Lincoln Financial Group, Nationwide, Prime Capital Investment Advisors, SS&C Technologies, Wilmington Trust, N.A. and Wilshire today announced the launch of a new in-plan target date series with guaranteed income* for life designed to help retirement plan participants transition from the accumulation phase of retirement investing to the decumulation stage.

Advisor Perspective: Brett Maggard

At a young age, I knew that I wanted to help people and give back to the community as a career.  When you think of a career that helps people, a financial advisor might not be the first thing that comes to mind. Though, you would be surprised that the core of what it means to be an advisor is to truly help others.

The Value of a Financial Advisor

The value of working with a financial professional can be determined in several ways. Do you feel confident that you will reach your financial goals? How strong is your portfolio? According to a study by Russell Investments, it is estimated that a good financial advisor can increase investor returns by 3.75%.