Some financial professionals end up pushing products to their customers without a customized long-term strategy. At Wickham Financial & Insurance […]
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Understanding Our Client’s Needs and Objectives
Before a wealth manager can plan for you, he or she must fully understand your current situation and vision for […]
Read More »Four Points to Consider When Setting a Retirement Income Goal
No matter what your age or stage of life, targeting a goal for monthly retirement income can seem like a […]
Read More »Government Report Details Household Finances
Every three years, the Federal Reserve sponsors the Survey of Consumer Finances (SCF), which collects information on the financial state […]
Read More »How Much Risk Can You Take?
Many market shocks are short-lived once investors conclude the event is unlikely to cause lasting economic damage. Still, major market […]
Read More »Ten Year-End Tax Tips for 2017
Here are 10 things to consider as you weigh potential tax moves between now and the end of the year. […]
Read More »Managing Debt While Saving for Retirement
It’s a catch-22: You feel that you should focus on paying down debt, but you also want to save for […]
Read More »Company Stock and Your Portfolio: Keep Your Eye on Concentration Risk
The opportunity to acquire company stock — inside or outside a workplace retirement plan — can be a lucrative employee […]
Read More »Four Numbers You Need to Know Now
When it comes to your finances, you might easily overlook some of the numbers that really count. Here are four […]
Read More »We Are Moving!
We are excited to announce we are moving to a new location just off the Historic Marietta Square about one […]
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