Insights for Wealth

What is an IRA?
Prepare for your future, today. Add more freedom and flexibility into your retirement plan by learning the difference between a Roth and a traditional IRA…
December 4, 2023
| 6 min read

How to Start Saving for Retirement and Why You Should…
Retirement planning is an essential part of financial stability, and it’s never too early to start saving for your future. As you plan for retirement,…
July 6, 2023
| 5 min read

Surviving Market Turbulence
Economic downturns and turbulent investment markets can make people nervous. Recognize these events as a normal, although undesirable, part of the economic and investment cycles.
October 18, 2022
| 5 min read

Ozark Motor Lines: The Benefits of Family Business Planning
Ozark Motor Lines is a trucking transportation company with a rich family history. Ozark was started by the Higginbotham family out of Memphis, Tennessee in…
February 1, 2021
| 5 min watch

Financial Wellness for Employees Through Retirement Plans
For business owner, Corry Lawler, providing financial wellness for employees was a priority since day one. Corry is the chief executive officer of a general,…
November 8, 2019
| 5 min read

Financial Strategy for a Growing Business
When Kim Allen and Corry Lawler became friends, they didn’t expect to sit down and discuss comprehensive business planning for Corry’s family company. But when…
November 4, 2019
| 5 min watch