I was thrilled to be named one of Credit Donkey’s Best Investing Blogs for 2016: With so many investing sites out there clogging the Internet with fluff and unclear directives, you can easily get lost. We help you find your…
According to a survey of 5,000 people by GoBankingRates in 2016 the top five New Year’s Resolutions were: Enjoy Life to the Fullest Live a Healthier Lifestyle Lose Weight Spend more time with family and friends Spend less, save…
Working for yourself means giving up certain benefits, like a workplace retirement plan. But when it comes to saving for old age, you still have plenty of choices. Which retirement account you choose depends on how much you earn…
Sorry, this is not like a fortune cookie where I reveal your lucky numbers (“Confucius says buy stocks on days 14, 28, 200, and 360 of the year.”). Rather, here is a quick update on new retirement savings limits and…
Financial planning is the process by which a person or family works with a financial professional to set goals, financial and otherwise, and to develop a plan for meeting them. A Certified Financial Planner™ (CFP®) is trained to develop a…
Faced with longer life expectancies, a savings shortfall and skyrocketing medical bills, retirees are increasingly reluctant to transfer assets to their children during their lifetime—lest they need that money to make ends meet. Where excess assets exist when they die,…
Have you ever seen someone struggling with their finances and wanted to help?
Do you feel as a parent or partner your financial advice is ignored because it just sounds like another lecture?
Are you looking for a unique gift that is practical and can have long-lasting benefits?
Look no further.
Providing an hour with a Certified Financial Planner ™ is a meaningful gift that can benefit many people in your life!
