COVID-19 Safety Plan
As we continue to serve our clients, our top priority is your safety and health, as well as that of our employees and the communities in which we live and work. As most of you
Grandparents, 3 Ways To Support Your Grandkid’s Education
Grandparents play a wonderful role in a family dynamic. When possible, they’re there to support their children and grandchildren and watch their family blossom in
5 Opportunities To Get Involved In Your Community, Indianapolis
So often when we talk about retirement, it extends beyond your finances. While your financial readiness is an important and unique component to your retirement
The Dangers of Retirement
Did you know that the odds of someone experiencing depression go up about 40% after you retire? It’s counterintuitive – many people believe that they’ll
Avoiding Consumer Debt During Grad School
1/3 of Americans over age 25 have a college degree or higher according to the 2017 US Census report, bringing these numbers to the highest
5 Financial Rules for Residency
When you’re a new physician going through residency, you may start to feel a little bit worried about your finances. Up until now, you’ve been
5 Financial Steps To Take as a New Grad
If you’re getting ready to graduate in the next year (or less), you’ve got a lot on your plate. Finding a job in your field,
How To Look At Legacy In A New Way
The word legacy has been used in many different ways. But something struck me about this idea, based on the original translation of the word:
5 Things to Do When Receiving an Inheritance
You’ve just received a sizable inheritance. Now what? Whether or not you were expecting to inherit a large sum of money, it can still be
Should You Pay Off Your Mortgage Before Retirement?
Choose the correct phrase to complete this analogous pair: A mortgage is to retirement as water is to Ice Rain Oil The correct answer is
