Make It A Baker’s Dozen

Jun 28, 2021 By: Curt Leonard and Sallie Bryant   For the longest time the number 13 has been considered cursed and unlucky. But times are changing. And thanks to recent actions by the Alabama Department of Insurance, Alabama residents could rightly consider 13 as their new lucky number. Alabama recently became the 13th state with a new rule or law that incorporates the enhanced … Read More

The Four Professional Associations Financial Advisors Should Join

By Mark P. Cussen, CFP®, CMFC, AFC | Updated April 27, 2018 — 10:00 AM EDT   Financial advisors who are looking for professional support outside their own businesses can join one or more of several key organizations dedicated to furthering financial planning in various capacities, such as fee-based planning, general financial services, and insurance sales. Although it is not necessary to join them … Read More

Finding Purpose in your Pain

January 9th, 2015 was one of the worst days of my life. Already in the midst of life changing events in my business, I was hit with devastating news. In the morning I received a text from my Mom that my Grandfather was found in the floor of his home, unresponsive, and covered in blood. That afternoon I got another … Read More