4 Pillars to Financial Legacy Planning
You are living your legacy every day! This is what is really meant by the phrase ‘legacy planning’. The traditional concept of legacy planning is…
You are living your legacy every day! This is what is really meant by the phrase ‘legacy planning’. The traditional concept of legacy planning is…
With the ongoing COVID-19 pandemic, many families around the world are being forced to navigate a variety of financial challenges. The pressure of investment losses,…
Does health, happiness, and success for you and your loved ones depend on money or your financial resources? Financial success is more than simply accumulating…
Kyra Morris and Tiffany Ritchie, Charleston CERTIFIED FINANCIAL PLANNER™ professionals at Morris Financial Concepts Inc., recently joined Caleb Brown, host of the New Planner Podcast,…
It’s the most wonderful time of the year! The holiday season brings with it the warmth of a cozy fire, the peace of spending precious…
How a Divided Federal Government May Help the Economy History shows the American economy prefers checks and balances. Since 1945, the S&P 500 stock index…
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.