by Cheryl Norman | Jul 19, 2016 | Private wealth blog
In April of this year, legislation was passed known as The Department of Labor (DOL) Fiduciary Rule. Inasmuch as these rules are making headlines in the mainstream media, we want to provide information to help our clients and prospective clients better understand how...
by Cheryl Norman | Jan 13, 2016 | Private wealth blog
(Free Application for Federal Student Aid) If completing the FAFSA (Free Application for Federal Student Aid) is on your “To Do” list this January, chances are you are dreading what could be the arduous task of assimilating all of the data and information necessary to...
by Cheryl Norman | Nov 17, 2015 | retirement plan blog
Most of us started the New Year with aspirations to get our financial house in order. As we turn the corner and head into the holiday season, it is a good time to take a look at the goals we set out to achieve at the beginning of the year and look at what we have...