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Is Confirmation Bias Affecting Your Investment Strategy?

Nov 23, 2022
Categories
Investments
Your preconceived notions may be impacting your decision-making process. Thankfully, it’s possible to overcome them.
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The 2023 Cost-of-Living Adjustment

Nov 16, 2022
Categories
Retirement
Social Security and SSI benefits are increasing in 2023. Here’s what you need to know.
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Retiring Abroad

Nov 9, 2022
Categories
Retirement
Lifestyle
Spending your retirement years in a new country can be exciting, so long as you're prepared.
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Personal Finance Mistakes to Avoid

Nov 2, 2022
Categories
Finance
Savings
Are you making one of these common financial mistakes? Here are some steps to consider.
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Retirement Plan FAQs

Oct 26, 2022
Categories
Retirement
Investments
Not sure where to start with retirement plans? Here are some common questions.
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Medicare in 2023: Here's What You Need to Know

Oct 19, 2022
Categories
Health
Retirement
The 2023 Medicare changes are here, and for the first time in several years, some premiums are lower.
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4 Tips for Minimizing Financial Anxiety

Oct 12, 2022
Categories
Finance
Lifestyle
Here are some things to consider if your financial anxiety is keeping you up at night.
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A desk with office supplies on it. In the middle of the desk is an open journal with a heading that reads "Finance Tracker". Under the journal is a piece of paper that reads "Monthly Budget Overview", and has several columns on it for tracking expenses.

Financial Planning Basics: Creating and Maintaining a Budget

Oct 5, 2022
Categories
Savings
Finance
Planning a budget is usually the easy part, but sticking to it may take some work. Here are some tips to get started.
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What to Do With with a Sudden Windfall

Sep 28, 2022
Categories
Finance
It’s not uncommon for someone to receive a large inheritance or another windfall, only to see it blown away. Here are...
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Asset Allocation and Risk Allocation

Sep 21, 2022
Categories
Investments
While not guaranteed, a well-balanced portfolio may be better at handling market risk.
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Small Business Owner Retirement: Dealing with an Unexpected Exit

Sep 14, 2022
Categories
Retirement
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier...
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A pair of reading glasses sitting on an open textbook. The book has content on taxes.

IRS Woes: Don't Let Taxes Derail Your Retirement Plans

Sep 7, 2022
Categories
Retirement
Tax Planning
Living on a fixed income can be difficult. Do you know how taxes will affect your financial health in retirement?
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About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.

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204 Main Street
Suite 222
Trussville, AL 35173

Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. CFS is independent of Cetera Advisors LLC.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisors LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Advisors LLC site at www.ceteraadvisors.com

The registered representative(s) and/or investment adviser representative(s) listed on this website are licensed and registered in the following states:

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