Your New Client Portal
Brice takes a few minutes to go over the new client portal. If you have any questions, feel free to reach out to us at the office, at 800.804.0420.
Setting up a 529 Plan
Today is National 529 College Savings Day! This day raises awareness around planning and saving for higher education expenses. Brice takes a few moments to walk you through setting up your own 529 savings plan on misaves.com.
Anatomy of a Market Crash 2022
Tune in today at 1:30 pm for a commentary from Senior Financial Advisor, Mark Carter and Chief Investment Officer, Brice Carter, on the current market.
Finishing Strong
Justin finishes his series strong with some final details to keep in mind as you enter retirement.
Cashflow Endurance
Justin provides some insight into how to keep your endurance up before the finish line (to retirement) is in sight.
Into the Thick of it
Justin continues this series with some ideas on how to keep up your momentum as you approach retirement.
Starting Line
Justin kicks off his series with some tips on how to plan for a successful retirement, from the start!
Overcoming Obstacles in Retirement
Stay tuned in the next weeks for Justin's new series where he goes over obstacles one may face in retirement.