Since financial planning involves so many areas (such as investments, insurance, taxes, and retirement) people naturally get confused about different strategies and laws. Here are a few common misperceptions, or myths, that consumers...Read More
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There are six steps that are commonly used in the Financial Planning Process. Certified Financial Planners with the CFP® credentials generally follow these steps when developing plans for their clients. However, these steps can...Read More
We recently had the pleasure of sitting down with a client who is transitioning from long-term employment to becoming a small business owner (a consultant). Historically, his employer provided the infrastructure for retirement savings...Read More
As an adult, many of us assume our children have more financial sense than they actually possess. We think that somewhere along the way, they have learned about budgeting, bill paying, and banking principals, but the truth is our kids...Read More