Roren Finney

According to the International Business Brokers Association (IBBA), one in 10 businesses are sold. Someday, could yours be one of them? Here are a few tips to help you get full value. Considering selling your business? Four tips

Four Tips for Getting the Most From Your Life's Work Some things to consider when contemplating selling your business

Wealthy folks really are just like the rest of us: they may need life insurance, too. Life Insurance for the Financially Independent

Life Insurance for the Financially Independent Life insurance has a role regardless of how financially independent you are

All those years of work can add up to a small fortune. What's your strategy for your money?

Lifetime of Earnings Estimate how much you have the potential to earn during your working years.

Three important questions to consider before you start taking .

Three Key Questions to Answer Before Taking Social Security When to start? Should I continue to work? How can I maximize my benefit?

You can help ensure that losing your wallet doesn't turn into something bigger.

What to Do When You Lose Your Wallet Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

In Q2, the stock market continued its upward trend, driven by cooling inflation, a potential shift in monetary policy, and growing excitement around artificial intelligence (AI).

Quarterly Market Insights | Q2 2023 I am passionate about helping people achieve their financial goals by recommending modern solutions they can begin today. If you are just starting out at a career or well into retirement, there are reasons to work with a Financial Planner. At Third Coast Advisors, they give the support of a corporat...

Without your knowing, your investment portfolio could be off-kilter. What to look for in this message.

Why Regular Rebalancing Makes Sense Without your knowing, your investment portfolio could be off-kilter.

Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.

Yours, Mine, and Ours: Estate Strategies for Second Marriages Second marriages are a trigger event to revisit any existing estate strategies.

$100 not spent is more like $143. Intrigued?

Stop Wasting Money One way to find money is to examine your current spending habits and eliminate money wasters.

Retirement is the start of your next big adventure. What type of retirement do you dream of? Read more here:

Choose Your Own Retirement Adventure Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?

Three tips for giving smart from the heart.

Charitable Giving: Smart from the Heart Do you have causes that you want to support with donations?

Tax deferral—the secret weapon for savvy investors. How can this powerful tool work for you?

Taxable vs. Tax-Deferred Savings Use this calculator to compare the future value of investments with different tax consequences.