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
When John recently lost his wife Betty to cancer, their children were surprised to find out that neither John nor Betty had life insurance. As a result, the
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If you’ve been investing in stocks or bonds for several years, you may feel like you’re beginning to get a hang of this precarious trade. At this point
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With a new bear market settling in, new opportunities for a prosperous investment can feel few and far between. However, this current bear market caused
While it’s highly recommended that we use a financial advisor when we start to grow our investment portfolio, there are a lot of things you can do before you
In 2018, student loan debt in the U.S. reached $1.5 trillion. With a continued increase in college tuition, it's likely that even more young adults will be
A lot of people are under the impression that tax planning is only for high-wealth individuals. However, like financial planning, just about everyone can
Diversification is one of the cornerstones of traditional investment advice. The most common saying we hear is “never put all your eggs in one basket” and
If you’re like most Americans, you make the majority of your donations to charitable organizations in November and December. But as you get ready to pull out
Are you ready to start investing? Investing in the stock market can be particularly rewarding, but not without risk. If you’re particularly risk averse, you may
Earning an income comes with taxes, and your investment incomes are no different. As your portfolio grows into retirement, it’s important to consider the
Choosing the right financial advisor can be tough. How do you know if it’s the right person (or company) to manage your life savings? It’s an important job and
