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,…
This one goes out to all you small business owners out there. We are gearing up for tax season and your CPA is likely giving you the following advice: Report as little income to yourself as possible to avoid…
As we head into shorter, colder days, what are some things you can do to keep Old Man Depression away but not break the bank? These ideas will warm you like a comfy sweater! Rent snowshoes and go for…
Marcum Financial Services quotes Kristi on the 10 Steps to Achieve Your Retirement Goals. From Social Security to saving, these tips can help make your money last. Everybody wants to be safe from the buffeting that life can inflict…
Happy almost 2017! Below is my annual financial to-do list to help you achieve a more prosperous balance sheet in the New Year. 1: Use an online tool or app to track your spending. Try to cut one discretionary…
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