By Bob Sinclair, Tyler Sinclair, and Matt Bader The word retirement can mean a lot of things to a lot of people.  For some, it conjures up images of long-awaited world travel.  For others, it’s [...]

By Jefferson Adcock, Partner At TrustCore, we consistently see charitable giving as a key priority in our clients’ financial goals. As advisors, we work to maximize the dollars our clients can [...]

By Cliff Taylor, Partner In our 35 years of practice as financial planners and investment advisors, we have observed a few universal truths. Consistently topping that list is the fact that [...]

By Erik C. Milam, Partner My dad had a classic line, “Son, the only two certainties in life are death and taxes.”  I would add a third: change.  Anything that is alive changes. This is certainly [...]