Understanding the role and expertise of a Certified Financial Planner™ (CFP®) is important, and may help you in selecting the financial advisor you want to work with. In this post, we'll explore what a CFP® is, the comprehensive services...
A successful financial strategy requires careful planning and precision. Every step of the financial planning process is important, and builds upon previous steps to create a comprehensive plan tailored to your needs. This blog post dives into each step...
Technology professionals have to navigate a financial situation that is starkly different from many other professionals. As a result, their financial planning journey requires a highly adaptable approach to stay ahead.
This article provides in-depth insights and practical strategies specifically...
Do you worry about the impact of nursing home costs on your parents' financial security? You're not alone. It's a stressful reality many of us face as our loved ones age. Fortunately, there are ways to protect their assets,...
In your journey as a small business owner, considering the Non-Qualified Deferred Compensation Plan (NQDC) can be a game-changer when you aim to motivate and retain your top talent. This type of plan can offer you and your dedicated...
The Secure Act 2.0 is now in effect, which is great news for retirement savers everywhere. That’s because this bill is packed with new ways to boost and protect your nest egg savings now, and into the future.
In this...
Ever since President Franklin D. Roosevelt signed off on the 1935 Social Security Act, most Americans have ended up pondering this critical question as they approach retirement:
“When should I (or we) start taking my (or our) Social Security?”
And yet,...
Whether you enjoy managing your own finances or not, most of us, at some point, would benefit from hiring someone with more training and experience. But with so many prospective advisors vying for our attention, sorting through the choices...
With all the available life insurance options, it can be confusing to understand which type of coverage is right for you. Here is what you need to know.
What is Term Life Insurance?
Term life is an insurance policy that features...
After taking a closer look at interest rates and inflation in our last two posts, we come to the heart of the matter: When interest rates, inflation, or both are on the rise, what’s an investor to do?
Big...
