Why Financial Planning – and Working with a CFP® Professional – Matters
Building financial security and reaching your personal goals is necessarily imprecise and subjective, making a trusted guide invaluable. There’s...
Aug 22, 2023
Amanda Reynolds, CPA, CFP®
Who Do You Listen To?
When it comes to investing, there’s no shortage of information at our fingertips every minute of every day. While following the media can provide...
Mathematical Answer Versus Emotional Answer: Which is Right?
When making a decision, do you pay more attention to how you feel about the matter, or should you follow where research and information take you?...
The Impact of Giving Circles
Likely you’ve heard the term “giving circle” – it’s a collective philanthropy term that’s become something of a buzzword lately. However, this is...
Health Care Costs in Retirement
Having enough money to pay for medical expenses in retirement is an important component of your overall financial picture. Being aware of...
Ready to Buy a House?
Determining whether to buy a house or stick to renting is a major decision. While there are many personal factors, a number of indicators can...