While most of us don’t intend to short change our retirement savings, competing priorities and unexpected expenditures can often get in the way of consistent retirement saving. An easy way to help fund your IRA is to have your tax refund deposited directly into...

The Chartered Advisor in Philanthropy (CAP ®) program is a year-long series of graduate level courses that teach professionals how to best help clients discover the legacies they will leave their families and community. The program provides professionals with the knowledge and tools needed...

Brad Jessen was born in Las Vegas, but after a career in the military serving our country, Brad and his family moved to Cape Coral 3 years ago.  Brad and Kellie, his wife of 20 years, along with their two daughters, Madison (15) and...

When you leave a job – whether due to layoff or any other reason – you are often faced with a decision about your 401(k) or other retirement plans. Over time, you may be in the same position as many other employees who have...