How Legacy Planning Can Benefit You
There comes a time in everyone’s life when they begin considering the kind of legacy they want to leave behind for the generations of the…
There comes a time in everyone’s life when they begin considering the kind of legacy they want to leave behind for the generations of the…
Death and taxes can be fairly grim topics, however, as the saying goes, “In this world, nothing is certain but death and taxes.” They are…
Depending on how involved you are in finance, both personally and otherwise, “asset allocation” and “diversification” are likely two terms that you have heard of…
No matter your age or financial status, knowing your options when it comes to personal money and wealth management is essential. This is where a…
Retiring at the age of 35. Sounds crazy, right? For proponents of the FIRE movement, that number is not out of the realm of possibility….
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,…
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.