Financial Planning

At this time there is a bear market in just about everything - stock, bonds, real estate, cryptocurrency, etc. are all trending lower. This article explains

We investigate the benefits and downfalls of bonds and CDs that have matured.

A story which illustrates solutions to how policyholders should handle their insurance premiums

The bill dubbed "Coronavirus Stimulus 2.0" offers new and notable provisions. Read more about what changes you should be aware of and gain access to further

Based on current market trends can we expect the current bubble to burst? We offer historical examples and analysis to respond to this question our clients and

How financial scams can begin with online seminars and transpire into difficulties for clients. This story also outlines the solutions for handling the

These essays offer real life examples from my practice of how the biggest planning mistakes people make have everything to do with miscues, oversights, and/or

How can EP documents influence the ability to secure your financial life?

Will the new CFP Board Managing Director of Enforcement change the Board's history of feckless enforcement? Likely not...

The scope and sophistication of cybercriminals is beyond scary- we offer two examples of what modern scams look like and how to counter threats.