What is the Cost of NOT Having a Financial Plan?
Our Planning "Cost" is Not the Issue...Your Lack of Urgency Might Be!
A CFP® Professional's Honest Opinion: Most people simply aren't willing to commit to their financial future
10 Questions to Determine your Financial Health
What Investor "Risk Questionnaires" Get Wrong
Changing My Financial Perspective as a First Generation American
When Should You Work With a Financial Advisor?
"Fee-Only Advisor" is Just a Marketing Term
Having a Financial Plan Means Not Having To Be "Right"
A CFP® Shares 2 Case Studies of Client Priorities Gone WRONG
How Do You Know if You're Hiring the RIGHT Financial Advisor?
Today I am going to answer a frequently asked question... “What differentiates you from other firms?” This is always one of my favorite questions to get asked by a prospective client on a Right Fit Call; in part because of WHEN it is being asked.
2 Minute Tutorial On S Corps, LLC’s, Sole-Proprietorship And Some Retirement Account Options From A Planning Perspective
I often get asked about S Corps, LLC’s, Sole-Proprietorship and retirement account options and how they impact a small business owner from a planning perspective. First off, we are not CPA’s or Tax Attorneys focusing on business structure. That’s not a boring compliance disclaimer, but its’ actually important to realize that this is not just a tax decision but a legal and protection one.
