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Three Costs of Being Your Own Boss
Elaine King Fuentes, CFP
Being your own boss brings with it some costs you might not have considered. You will have to cope with not having a steady salary, a paid office and team, or a boss.
A Guide to Filing Successful Insurance Claims after Hurricanes Harvey and Irma
Jill Schlesinger, CFP®
In this guide to filing successful insurance claims after hurricanes Harvey and Irma, Jill Schlesinger, CFP® offers concrete steps to overcome the difficulties of the long process.
Cyber-Security Breaches: Fast Steps to Guard Your Identity
Jill Schlesinger, CFP®
Cyber security breaches affect millions of Americans. Certified Financial Planner® Jill Schlesinger, gives advice on fast steps to guarding your identity when data is compromised.
8 Ways To Reduce the Tax Bite during Retirement
J.J. Burns, CFP
Minimizing taxes can play a big role in ensuring you have the lifestyle you want in retirement. A CFP® professional can help you identify your goals and develop a personalized plan that will maximize your income and reduce your taxes after you stop working.
Your Family Member Needs A Loan? Turn a Tricky Situation Into a Win-Win
Dan Mathews, CFP®
A CFP® professional can help you decide if it makes sense to lend money within the family, and how to protect your relationships if you decide to go ahead.
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