As an Employer, Do I Need to Offer a Retirement Plan?
At the time of this writing, there are only ten states that require employers to offer a retirement plan to their employees; of those states,…
At the time of this writing, there are only ten states that require employers to offer a retirement plan to their employees; of those states,…
With 1 in 5 Americans having no retirement savings at all and 1 in 3 having less than $5000, it is no wonder that the…
Being “financially well” means that you are able to manage day-to-day expenses, save for long-term goals, and feel financially comfortable along the way. When you…
If you have done any investigating in the realm of services offered by top-tier financial advisors, then you are most likely familiar with the term…
We normally don’t think of our savings account as a war chest, but as you approach retirement it might be a good idea to put…
With tuition prices continuously on the rise, saving for your children’s or grandchildren’s education can seem like an insurmountable task. If you are feeling this…
CFP® certification is a voluntary certification granted in the United States by Certified Financial Planner Board of Standards, Inc. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients. Individuals who become certified are required to complete continuing education.