Birmingham Level Four

This is the time of year when many folks are in flux. The Holidays, Valentines Day, and even Easter is in our rear-view mirror(s), which means there are fewer gift-giving situations that are occupying our money and resources. Since Tax Season is upon us, many are revealing that their financial situations are better right now […]

were together—is a trying time. The heartbreak of divorce can be exacerbated when financial stresses come into play. On top of emotional upheaval of the split itself, not knowing how one will be able to afford to live as a single individual is enough to cause more than a few sleepless nights. In the throes […]

When the Department of Labor rolled out its Fiduciary Duty Rule for brokers, it seemed like a no-brainer to many.  At its core, after all, the whole point of forcing brokers and wealth management folks to assume “a fiduciary standard” with their clients, ensuring going forward clients would receive solid financial advice designed to serve […]

Money. Whether you have a little or a lot of it, it’s yours and you’ve worked hard for it. When it comes to choosing how to save and where to invest, you may not be certain of what to do. So, you call in the experienced professionals—financial advisors, wealth management folks, people who are trained […]