Paying fees for professional investment management is something we’d all like to avoid. Why pay for some guy in a suit to manage your investments when you can
While the current stock market boom has some people rejoicing it doesn’t appear as though their level of anxiety has abated much. Investors sometimes have short
We all have our own unique way of handling our finances. While some of us are natural born savers, others may have a hard time making it to the next paycheck
It is no secret that the typical American is working long hours with little respite compared to other countries with large economies. Full-time employees report
While winning the lottery is well outside mainstream reality for most people, it’s not uncommon to suddenly receive a large inheritance, a settlement, or
Being financially literate in today’s economic climate is more important than ever. Understanding finances can help you make better money management decisions
An estate takes lifetimes to build but can be lost in the blink of an eye. Most of us don’t imagine assets that took decades to accumulate being drained in a
There are many ways that we support our favorite charitable causes. However, one of the most beneficial ways to support a favorite charity now and into
If you want to make charitable donations before the end of the year, you’re not alone. According to Giving USA, an estimated $484 billion was given to charity
While following a solid tax planning strategy throughout the year is integral to your overall financial plan, some special considerations may maximize your
In our client meetings, the term “wealth” is often tossed around somewhat loosely. We talk about building wealth, managing wealth, enhancing wealth, and
Certified Financial Planners (CFP) can stand out from a rather crowded field of financial professionals for a variety of reasons. One of the most important
