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Barrister Partner, Charles Weeks, discusses questions not to ask your financial planner

08/06/2021

Barrister Partner, Charles Weeks, discusses the Secure Act and how it impacts your employer’s retirement plan

01/20/2021

Barrister Partner, Charles Weeks, sees clients rush to pay off debt before retirement — but it can be a big mistake

12/31/2020

Barrister Partner, Charles Weeks, discusses why he tells his clients to ignore the same tired advice about investing

12/30/2020

Barrister Partner, Charles Weeks, says his clients always get the same thing wrong about retirement planning, and it can end up costing a fortune

12/08/2020

Establishing a Positive Financial Legacy: The Importance Of Estate Planning

11/04/2020

Barrister Partner, Charles Weeks, explains how borrowing from your 401(k) during the pandemic can help you get out of debt in a pinch

08/06/2020

A financial planner explains how to choose the right life insurance policy

05/02/2020

As a financial planner, there’s something I wish people understood about their investments right now: You won’t lose everything

04/10/2020