Articles
Funeral Planning: Just Something Simple
By Rick Allen As a funeral director, I am often asked, “How much does a funeral cost?” Without trying to appear as if I am avoiding the question, I typically will follow up with, “What […]
Finance & Planning
Articles
Juston Dobbs, MBA, CDFA, CFP
You’ve worked hard. You recognize the value of setting financial goals, of saving money, of developing a strategic approach to help maximize your investment efforts. You know the “right” things to do, but maybe you’ve […]
Articles
How Much Does a Funeral Cost?
By Rick Allen As a funeral director, I am often asked, “How much does a funeral cost?” Without trying to appear as if I am avoiding the question, I typically will follow up with, “What […]
Articles
Everything You Need to Know About Retirement Income Planning
Those of you inching closer to retirement are probably wondering how your golden years will work from a financial standpoint. This is a natural curiosity, as you will one day need to replicate your income […]
Articles
Your Opinion Matters When It Comes to Funeral Planning
Your Opinion MattersBy Rick Allen Planning has many benefits. Planning a vacation or a joyous occasion such as a wedding or baby shower often result in months of discussion and attention to details. Much effort […]
Articles
Going “Zero to Caregiver” – Advance Directives make a Difference
By Tamera Whitlow, LVN, USAF Our second day was eventful at the hospital. Things started to move rapidly. The final straw was when they came to ask for consent for evasive procedures and informed it […]
Articles
Bringing Back Valued Traditions
Reuniting with family and friends brings such joy after having spent months apart. We all missed hugs. The pandemic changed how we lived our lives, and how we dealt with death. Understandably, the experience of […]
Articles
Advance Directives: Making Tough Decisions at a Stressful Time
By Tamera Whitlow, LVN, USAF Recently I found myself with a loved one in the ER. He was having a heart attack and I wasn’t in the ER with him because I was trying to […]
Articles
Most Investment Advisers are Faking It
By Rick Ferri, CFA Real investment advisers are rare. These are lone fiduciaries who earn a living by providing financial advice for an hourly or fixed-fee and have no conflicts of interest with how they […]
Articles
Four Portfolio Ideas for 2021
Consider these four ideas for managing your investment objectives in the year ahead. Courtesy Dobbs Wealth Management Hold the Right Amount of Cash“The pandemic showed us the importance of an emergency savings account––I call it […]