The value that a professional financial planner (CFP® or ChFC®) can add to a person’s life is not fully understood by all. The value goes far beyond just telling a client where to invest their money. Money is attached to so many different aspects of our lives and...
We have all heard the famous saying of Benjamin Franklin, “In this world nothing can be said to be certain, except death and taxes.” Taxes are talked about frequently and a popular topic in the financial press. Funeral planning is something most of us do not want to...
1) Find a financial advisor that you trust. This may be a family member or friend’s advisor that you have been referred to. The financial advisor will be able to guide you through the process of consolidating and retitling assets, prioritize goals and manage your...
Budgeting. What feelings does this word invoke in you? Let me challenge you to redefine the word and what it means to you in regards to your finances. It can be an uncomfortable process, but the reward you may reap in the end could make it worth it. It does not...
1. Start small and be consistent. Making small contributions can really add up over a lifetime. Make sure you contribute at least what your employer will match. Not doing that is the equivalent of not picking up money you see on the ground. Contributing only...
