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What’s Brewing: Are you Retirement Ready?
June 27, 2022
Learn more in Shari’s video.
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What’s Brewing: New Changes in the Government Worker’s Retirement Plan – Thrift Savings Plan
June 14, 2022
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Local Wealth Manger – Shari Burnum – Named to 2022 Forbes Best-in-State and Forbes Top Women Wealth Advisors Lists
April 13, 2022
Shari Burnum, CEO of Investor’s Resource in Madison, Alabama, has been named among the best in Alabama by Forbes, one of the most recognized organizations in the financial industry. She...
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The Best Christmas Gift Ever – No New Taxes!
December 9, 2021
Good news from Washington! The Build Back Better Act, if approved by the Senate, will keep a lot of the same tax laws in tact! Listen in for details.
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Budgeting 101
September 16, 2021
Team member, Matt Leahy, discusses a few tips for our client family members on how to get started with the budgeting process!
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What’s Brewing: Everyday Estate Planning
April 1, 2021
Dale shares stories from his mom’s recent passing as well as “lessons learned” from past situations he’s helped coach. Anyone looking for basic estate planning advice – beyond “get a...
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What’s Brewing: The “Family Talk”
March 4, 2021
Join us for March’s podcast featuring Travis Collins, Pastor of First Baptist Church in Huntsville, Alabama. Shari discusses what should be in today’s estate plans and Travis joins to share...
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Investor’s Resource Starts $200,000 Gratitude Fund
December 11, 2020
Huntsville, AL (December 11, 2020) – Investor’s Resource, a Madison wealth management firm, is pleased to announce the establishment of the Investor’s Resource Gratitude Fund with an initial grant of...
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Barron’s Recognizes StrongHer Money Program
October 22, 2020
StrongHer Money selected as Finalist in the “Doing Good” category; honoring programs that support a deserving cause or give back to the communities we serve. BIRMINGHAM, Ala.–BUSINESS WIRE–RFG Advisory, a...
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Financial Times Names RFG Advisory as Top 300 RIA
September 30, 2020
RFG Advisory was selected out of a pool of 12,993* RIAs based on performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and...
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