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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.
4 Ways to Manage Risk Amid Low Volatility
Jill Schlesinger, CFP®
If you’ve been thinking that stock markets have been pretty quiet in 2017, you are right. Through the first seven months of the year, none of three major stock market indexes has fallen by more than 5 percent. And one gauge of market movement, the CBOE Volatility Index (VIX), which measures investors’ expectation of the ups and downs of the S&P 500 Index over the next month, recently dropped to its lowest level in 24 years.
4 Traits of the Financially Savvy
Carina S. Diamond, CFP®
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