09/03/2026
Dolly Parton Gave Away Millions Of Dollars Before She Died It seemed like a far away reality for many to imagine a world without Dolly Parton, but somehow that day has come.
Character, Integrity, Excellence, Service My practice is focused on the Financial Plan. I take into account all aspects of a client’s financial situation.
I have been a Financial Planner, Investment Advisor Representative and Special Care Planner with Strategic Financial Concepts, LLC (my company), for 29 years. It is critically important that a client have all aspects of their financial life working together. This means that all investment accounts, when looked at as one bucket of money, meets the overall time horizon and risk tolerance of a client
09/03/2026
Dolly Parton Gave Away Millions Of Dollars Before She Died It seemed like a far away reality for many to imagine a world without Dolly Parton, but somehow that day has come.
09/02/2026
Fewer Than 3 in 10 Roth IRA Savers Max Out Annual Contributions. How Do You Stack Up? According to the latest IRS data, just 29% of Roth IRA contributors maxed out, meaning more than 7 in 10 fell short of the annual limit.
09/01/2026
What a 125-Year-Old Bull Market Says About Today’s Trading Craze Trading apps have replaced bucket shops, but Wall Street abounds with eerie parallels to 1901.
08/31/2026
Hurricane Season Has Been Calm. Should You Have Flood Insurance? Flood insurance may not be top of mind during a quiet hurricane season—but recent storms are a reminder that flood risk doesn’t stop at the coast.
08/30/2026
Do You Live in One of These 15 States? Your Retirement Benefits Could Be Slashed by Over $500 a Month. The Social Security Administration projects that payroll taxes will only be able to fund 78% of Social Security benefits by 2032. That could mean cuts to retirees’ monthly payments. A new analysis predicts which states could see the steepest drop.
08/29/2026
The Four Big Money Questions Women Are Asking After Reading ‘Strangers’ Belle Burden’s divorce memoir is prompting readers to look at their finances and prenups. We asked attorneys and financial advisers for their best advice.
08/28/2026
When a Friend Becomes a Caregiver Non-family members can step into helping roles when older adults need assistance.
08/27/2026
The 60/40 Portfolio Is ‘Broken.’ Here’s How to Fix It. With rising rates and an AI-fueled market adding new pressure, investors are starting to ask whether the classic 60/40 portfolio still works the way it used to.
08/26/2026
‘Graduate Tax’ Hangs Over Generation of Workers in England The average student debt in England has become among the highest in the developed world, and critics say it’s stifling growth.
08/25/2026
Why Easier LLC Formation Hasn’t Made Building a Business Any Easier Digital formation services can simplify the legal beginning of a company. They cannot create demand or build the systems that keep a business operating.