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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.
A Dickens of a Retirement Plan
Scott Ward, CFP®
What are some possible hazards that could derail your plans for retirement? With the benefit of some time, what steps could you take now to protect yourself against any hazards? Having a practical, defined process in place – and in motion – can help keep your retirement goals on the right track and guard against the perils that threaten them.
Avoiding Small Expenses can Lead to Big Results in 2016
Elaine King Fuentes, CFP
Right about now, you are probably thinking about New Year’s resolutions. And, if you are like most Americans, getting healthier physically and financially are top of your list.
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