A skilled and trustworthy financial planner can provide you with accurate and objective financial advice that is tailored to your unique goals and financial situation. But finding the right one can feel like navigating a maze. Read on for ideas to help your search process.
Read MoreThe end of the year is full of holidays, family, friends, and planning! Many time-sensitive financial planning topics coincide with the end of the year. I hope the content and questions below will shed light on some items I’m working through with clients as we turn the corner on 2022.
Read MoreAs a Certified Financial Planner™, it will come as no surprise to you that I have a tendency toward optimization – seeking perfection in any endeavor. But the benefit clients often tell me they value most isn’t necessarily when we dive deep into the weeds; it is the help simplifying their complex lives.
Read MoreThe S&P 500 is a stone’s throw from an official bear market (generally defined as a 20% decline from all-time highs), down 19% as of this writing. Likewise, the “recession” word is being tossed around more and more frequently. Keep reading for a free-of-charge checklist to help you gauge your readiness.
Read MoreFew among us enjoy filing a tax return. All of us, however, want to know it was done right, and many would like to know what the numbers mean. One easy win for gaining better clarity on how taxes work as well as several things to look for when reviewing your tax return can be found in this free checklist.
Read MoreSuccess – and what it means to be successful – is wholly and completely yours to define. You decide the terms.
Read MoreIf I were considering a financial planner – and, importantly, evaluating the quality of their advice – I’d want to know where and how they stay current on the latest research in financial planning and investing. Read on for my list of what I’m paying attention to.
Read MoreBank disputes happen, and there are often more ways to handle them than meets the eye. Read on to learn Andy’s tips to get the best possible outcome for you.
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