Being financially literate in today’s economic climate is more important than ever. Understanding finances can help you make better money management decisions
Certified Financial Planners™ (CFP®) can stand out from a rather crowded field of financial professionals for a variety of reasons. One of the most important
Following a solid tax planning strategy throughout the year is an integral part of any financial plan, but there are special considerations to make as the year
As of December 2018, more than 43.7 million retired Americans collected Social Security, with more than 8 million disabled workers collecting benefits as well
While it’s highly recommended that we use a financial advisor when we start to grow our investment portfolio, there are a lot of things you can do before you
In 2018, student loan debt in the U.S. reached $1.5 trillion. With a continued increase in college tuition, it's likely that even more young adults will be
A lot of people are under the impression that tax planning is only for high-wealth individuals. However, like financial planning, just about everyone can
If you’re like most Americans, you make the majority of your donations to charitable organizations in November and December. But as you get ready to pull out
During a crisis, you need answers, and your financial advisor knows this. It is a scramble to find the right information, and sometimes you do not even know
Earning an income comes with taxes, and your investment incomes are no different. As your portfolio grows into retirement, it’s important to consider the
As a young gun in the industry, you might not care about your employee stock options, but for those who pay attention, the benefits are enormous. In this
Choosing the right financial advisor can be tough. How do you know if it’s the right person (or company) to manage your life savings? It’s an important job and