One of the necessary evils of financial intentionality is account application forms. On virtually all of these documents, somewhere there is the little Latin phrase "per stirpes". What does it mean for you and your money?

This year you want to start saving outside your 401(k) for retirement and for other big things like a new car, the big anniversary trip, and to help your kids out for college. How can you trust an advisor to give you straight answers in your best interest? Use these 5 interview questions to find an advisor you can trust.

There’s that point in everyone’s life when you realize, “I need life insurance.” But, there are three questions you need to answer before you fill out the application...

There are so many benefits to living in a small town, but finding a good financial advisor can be difficult with limited choices. Follow these 5 ground rules to sniff out the advisors you should avoid.

Putting all of your eggs in one basket is always a bad idea. It should be easy to do…right? Unfortunately, it’s not as simple as it sounds and some investors are getting it all wrong.