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Entering Midlife
Is long-term planning on your mind? Seek advice from a CFP® professional to help you prioritize your financial planning to-do list.
Financial Tips for Building an Art Collection
Art is intensely personal, for both the artists who create it and the individuals who enjoy it. Art can bring us joy, make us think and liven up our homes. And for those who are enthusiastic collectors, art can become an important financial asset and component of your overall wealth.
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How to Plan for Your Parents Future Medical Expenses
When you were a child, your parents took care of your healthcare needs — from scheduling doctor appointments to filling your prescriptions. Now that you’re grown, the roles may reverse, and you may need to take control of your parents’ medical expenses.
How Active-Duty Military and Veterans Can Secure Their Retirement Benefits
Retirement isn’t an “if” question, it is a “when” question. Working with a CERTIFIED FINANCIAL PLANNER™ professional can allow you to take full advantage of the many benefits available for active-duty service members and veterans.
Why Your Small Business Can Benefit From a Financial Planner
Working with a CERTIFIED FINANCIAL PLANNER™ professional can allow you to focus on your small business needs, while your trusted professional works for you to help reach your financial goals.
Budgeting to Best Serve Family Members with Disabilities
There are some tips that can help you budget efficiently to serve family members with disabilities, but before considering specific budgeting guidelines, families want to make sure they take advantage of help that’s available in dealing with the cost of disability.
Guide to Financial Literacy for the Newly Widowed
A CFP professional can help a recent widow with financial literacy. Life transitions are difficult and for a recent widow it is extremely important to have help when reviewing an estate plan to help determine next steps.
Financial Tips for Supporting Adult Children
While there isn’t a one-plan-fits-all, these simple tips can help you launch your kids out of the nest and into financial independence.
11 Tips for Separating Your Finances When Navigating Divorce
Find practical guidance on establishing a strong financial foundation for life after your divorce.
Saving Strategies for the Self-Employed
Being your own boss can be rewarding, but the job comes with special financial considerations that should be taken into account.
Three Costs of Being Your Own Boss
Plan for the costs of being your own boss: the costs of not having a steady salary with benefits, not having a paid office or team, and not having a boss.
Your Family Member Needs A Loan? Turn a Tricky Situation Into a Win-Win
A well-structured loan can result in a win-win for the lender and the borrower: even among family members.