Happiness in retirement is not as simple as having more free time and more money. After years of advising families, I have seen a pattern. We chase feel-good moments and assume they add up to a ...

Market President for Argent Trust Company in Austin, Texas, David has over 28 years of experience in the wealth management industry. In a prior article, I wrote about the need to be purposeful in ...

As every generation reaches retirement age, this hugely transformative – and often challenging – phase of life evolves. In 2025, retirement for many Americans is so different from how it would have ...

“For over 27 years, I’ve helped Sarasota families chart financial paths that reflect their goals, because no two journeys are ever the same.” – Scott Collins, J.D., LL.M., Partner, Wealth Advisor, ...

According to Fidelity Investments(R) ' 2026 New Year's Financial Resolutions study, Americans are preparing for a year of "planning with purpose." This focused, intentional approach to financial ...

source for much of a firm’s operating capital and money for capital improvements is usually a bank loan. While some business owners are anxious about applying for a bank loan, there really is no magic ...

In today's fast-paced world, it's easy to fall into the trap of comparing ourselves to others, especially when it comes to our finances. Social media, advertising and even our social circles bombard ...

When most people think about retirement planning, their minds go straight to the numbers. How much do I need? How much can I spend? Will my savings last? These are important questions, but they’re ...