When it comes to retirement, even if you're living on a fixed budget, you might still want to leave some wiggle room for "nonessentials." This means looking beyond things like housing, ...

In the U.S., people in the middle class often live a comfortable life -- but that doesn't mean all of their needs are met.

So you’ve decided to call it a career – congratulations! Retirement is an extremely personal decision and is made for a multitude of reasons. While many of our clients have been able to afford to ...

When There’s a Change in Your Family Dynamic “If there have been any changes in your life, such as who you trust and/or who you love, you may want to consider reviewing your estate plan,” noted Chris ...

Life insurance can be a key tool for farm and ranch businesses to provide tax-free death benefits at the death of the insured if the policy is structured correctly. This article will discuss using ...

Retirement is a major milestone in life, one that generally requires a good deal of planning. Not everyone is fully prepared ...

“Even if you are still 10 years from retirement, it is not too early to start developing a retirement income plan,” said Chris Urban, CFP®, RICP®, founder of Discovery Wealth Planning.

Inflation and deflation are opposite sides of the same coin. When both threaten, here's how to construct your diversified portfolio to keep it safe.

Jimmy Cusimano, a wealth management advisor at Northwestern Mutual – Orange County, brings over 16 years of experience ...

Extended warranties are offered with many major purchases. However, you might want to avoid shelling out for these policies.

Sponsored: Credit card debt keeping you up at night? Find out if you can reduce your debt with these 3 steps Chris Urban, CFP, RICP, founder of Discovery Wealth Planning, said that people who want to ...

“Your emergency fund should only be used in case of an emergency,” Kevin Thompson, CFP, RICP, Founder and CEO of 9i Capital Group LLC, said. “And buying a discretionary item is not an emergency.