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Matt Biggs

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Wealth Management
Matt Biggs, Sean McCann | 12.15.2021

Do Millennials Value a Caddy?

Learn more about trends and indexes surrounding millennials' use of wealth management investors and the challenges they may face under long-term, self-management.

Wealth Management
Matt Biggs | 2.17.2021

Financial Boot Camp Series: Is Life Insurance A Savings Vehicle?

In our January article, we covered life insurance basics. This month, we probe further into permanent life insurance policies and the commonly asked question,

Private Client Services, Wealth Management
Matt Biggs | 5.5.2020

Financial Boot Camp Series: Financial Planning is Key to Maintaining Long-Term Balance for Retirement Planning

Learn how financial planning is key to maintaining long-term balance for retirement planning and what financial variables make up the plan.

401(k) Plans, SECURE Act
Matt Biggs | 1.16.2020

SECURE Act: Expansion of Section 529 Plans (Section 302)

Well established and evolved over the years, 529 plans are tax-advantaged strategies designed to encourage saving for future education costs. Withdrawals

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