Our 'Exceptional' Journey of Applying for Supplemental Security Income
Author: Scott G. Russell, CFP®
OK…. deep breath…. I've heard the horror stories…. I
You have done your estate plan and you now have a shiny new Revocable Living Trust. You dutifully retitle your home in the name of the Trust as advised by your
Our 'Exceptional' Guardian Advocacy Journey, Part 2
Author: Scott G. Russell, CFP®
I probably started researching the steps needed for my wife and me to
Our 'Exceptional' Guardian Advocacy Journey, Part 1
Author: Scott G. Russell, CFP®
In this two part blog series, I relay my wife's and my experience in
By William Cummings
It’s something most people try to avoid thinking about. In fact, it is something many people successfully avoid thinking about
By William G. Cummings, CPA/PFS and Scott Russell, CFP®
We are an independent wealth management firm and are passionate about helping our clients achieve
By Scott Russell, CFP®
I’ve always been interested in business and finance, so it seemed only natural that I would end up as a financial advisor. However, I
By William G. Cummings, CPA/PFS
From a young age, I learned about the security that healthy finances can provide a person. Growing up in a military family
By William G. Cummings, CPA/PFS
From a young age, I learned about the security that healthy finances can provide a person. Growing up in a military family
By William G. Cummings, CPA/PFS
From a young age, I learned about the security that healthy finances can provide a person. Growing up in a military family
The Roth IRA has been around for 20 years now. This seemingly simple retirement savings vehicle allows you to accumulate tax free retirement savings. The Tax
The Name Game
I hate to bash my own industry but…
Leave it to an industry that makes everything sound complicated to even make the titles of financial
