Choosing the Right Financial Advisor: Are Your Goals Aligned?

Choosing the Right Financial Advisor: Are Your Goals Aligned?

A parent approached me at a recent youth soccer tournament during one of the breaks between games. Knowing my profession, he asked, “What do you think about annuities?” When I responded that it depends on the situation, his expression revealed this wasn’t the answer he expected. I asked what conversations he’d had with his advisor […]

My Journey to Solidarity Wealth: A Personal Mission to Help Families Thrive

My Journey to Solidarity Wealth: A Personal Mission to Help Families Thrive

By Cameron Cole, MBA, CFP® In the fall of 2005, I sat across from my father at a small café in a quiet suburb outside Washington, D.C., celebrating the birth of my first son—his first grandson. It should have been a joyful time, but instead, my father shared a heartbreaking revelation. He had been diagnosed […]