Insights for Wealth

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A husband and wife excitedly laugh while on a rollercoaster enjoying their retirement adventures.

Am I Ready to Retire? 4 Steps to Prepare for…

If you’ve recently found yourself asking the question “when can I retire?”, you’re not alone. Google Trends reports retirement searches have remained consistently high since…

February 29, 2024  | read icon 8 min read

A young woman researches IRAs on her phone to learn the best options to meet her financial goals.

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  | read icon 6 min read

A young woman researches how to start saving for retirement on her laptop.

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  | read icon 5 min read

Older male and younger male smiling and working on a laptop.

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  | read icon 5 min read

family at table planning with financial advisor

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  | watch icon 5 min watch

employee shaking owners hand

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  | read icon 5 min read

business owner reviewing floor plans

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  | watch icon 5 min watch

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