Learn the basics of personal financial planning from Eclectic's president, David Little. Saving, Investing, Insurance, Estate Planning, Taxes, & Retirement. This presentation was originally given to a local conference in March of 2022.
Read More
Here are top considerations to help you decide whether to hire a financial advisor or do it yourself.
Read More
A donor-advised fund has features that make it attractive, including the tax deduction. Here are tips to use a DAF in your charitable giving plan.
Read More
Our fiduciary advisory firm recommends that people beware of annuities. Here are five reasons why.
Read More
Life’s milestones can have a big impact on your finances. Here are 12 major life events to include in your financial planning.
Read More
Salespeople can make annuities sound like the answer to every financial planning issue ever, but the hype and the reality are very different.
Read More