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Considering Medicaid? Here’s What You Need to Know, Part 1
By Marty Reid, CFP®
What the Chinese New Year Can Teach Us About Personal Finance
Marguerita Cheng, CFP®
One of the most exciting aspects about being multicultural is that the New Year celebration does not end on January 1. According to the Western calendar, February 8 marked the beginning of the Chinese New Year – also known as “Spring Festival” – the longest and most important celebration for Chinese families across the globe.
Ten Key Questions to Ask Your CFP® Professional
Before establishing a relationship with a financial planner you will want to interview several people to make sure they’re the right match for you and exhibit key traits of a good advisor.
10 Tax Day Tips: A Few Basics, Plus Some Advanced Maneuvering For The Expert
As the days leading up to April 15 grow longer, your fuse may be getting dangerously short if you are among the 25 percent of Americans who wait till the last two weeks to file your tax returns...
Is This Your Year to Retire or Change Careers? Get Your Transition Plan in Place!
Robert Schmansky, CFP®
If this is a year of potential change for you and your family, it is critical to have a transition plan in place to get from here to your new reality. The surest way to lose is to fail to plan for transition.
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