I love the month of March — and not only because it’s my birthday month. I love March because it’s a month full of surprises — although not all of those surprises are good ones…

Since every individual you work with or want to work with is their own most interesting person, you must use empathy to better understand them and their worldview.

Choosing what college to attend and determining how to pay for it are two of the biggest financial decisions for students and their families.

Take the mystery out of annuities and help clients determine the right kind of annuity for their needs.

In a little more than eight months, Americans will go to the polls, where every seat in the House of Representatives and one-third of the Senate will be up for election.

Shifting from a corporate office to a home-office environment because of social-distancing requirements brought on by the pandemic has created a few obstacles for producers trying to grow their practices.

It may seem like a simple question for your clients: Do I want this to be taxed now or later?

Bradley Schurman, author of The Super Age: Decoding Our Demographic Destiny, said that increasing lifespans will require Americans to fund more years in retirement, something he said our society is not prepared to do.

Global stock markets are selling off hard after Russian military forces attacked a broad range of targets across Ukraine Thursday night while Russian President Putin vowed to replace Ukraine’s government. What does it all mean for stocks and the economy?