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Bradley Simich joined Howard Bailey in November 2018. Since then, he has used his passion for helping people to help families build comprehensive financial plans that allow them to retire with purpose.

Rob McCoy joined the Howard Bailey family in 2014. From the moment he accepted his role, he knew he wanted to use his love of the educational side of the industry to help others.

Becoming successful won't make you happy - unless you're intentional about it.

At first glance, you may find the title of this article confusing. You may be thinking to yourself, “But isn’t that their job?” While historically speaking, you are correct, it’s just not that way anymore.

Billionaire and Berkshire Hathaway CEO Warren Buffett once said, “The difference between successful people and really successful people is that really successful people say no to almost everything.” We asked these accomplished leaders and Advisors in The Oracles if they agreed with Buffett. Here’s what they said.

Having it all comes down to having the right mindset. Business leaders and advisors from The Oracles let us in on how they achieved their dreams — and how you can, too.

I have made many mistakes over my years as a financial advisor. But I learned from all of them and used those experiences to better my practice. What follows are some of the biggest mistakes I made early in my career and how others can avoid them.

Many small-business owners don't take full advantage of the opportunities available to them to reduce the amount they pay in taxes. Here are 5 often-overlooked tips to consider.

Even if the firm you’re working with uses the word “independent” in its name, you need to dig deeper to make sure your adviser is putting your best interests first.

There are plenty of times when people can handle their investments, taxes and retirement planning themselves. Here's who can go it alone, and who should seek some advice. Which category do you fit into?

Annuities are a worthy option for savers looking to add an element of protection to their retirement strategy. The key: Work with an independent adviser and understand WHY each product is being recommended.

Sometimes, when you catch up on the latest news, you worry. To help guide worried investors, members from the Forbes Finance Council offer this advice.