Know what one of the best parts of being a financial planner is? Making friends with other fantastic financial planners! Today, I am excited to introduce you to Addie McHale, CFP ® of Moneyfull. Addie is an expert on navigating…
The bad news is, well, there is a lot of bad news. The good news is that when there is a lot of bad news, Americans can be counted on to step up and help each other. Our intentions…
Ultra-low interest rates present a dilemma: Great for borrowers (both companies and individuals), potentially great for the stock market, but terrible for people who need risk free savings for emergencies or retirement income. Unfortunately, if you need your money…
Much is made of making your permanent home in retirement in a state that has no state income tax. I posit that there are other considerations. First, what are the no-income-tax states? They are Alaska, Tennessee, Wyoming, Florida, New Hampshire,…
Ever wonder why Bernie Madoff, perpetrator of the world’s largest Ponzi scheme, didn’t get caught by auditors at the SEC sooner? There were a lot of reasons, but a big one is that he wasn’t even registered as an investment…
This week I am thrilled to spotlight professional photographer Willy Wilson. What does photography have to do with your finances? Well, if you are in sales or a business owner or just want to grow your career with a killer…
Have you ever seen someone struggling with their finances and wanted to help?
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Providing an hour with a Certified Financial Planner ™ is a meaningful gift that can benefit many people in your life!
