Zach Goes to Washington
Zach Reuter, CFP® professional, at CFP Board HQ
Sep 26, 2023
financial planning
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...
It’s Time to Plant Seeds for Next Year
Spring is in the air, and it’s time to start planting seeds! But we’re not talking about flowers or vegetables – we mean the tax-savings variety....
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?...
Is a Retirement Community Right for You?
Seniors planning to move into continuing care retirement communities expect to enjoy amenities such as libraries, fitness centers, and dining...
Are Your Resolutions Looking a Little Different this Year?
We spend a lot of time talking to clients about their upcoming goals for the short, medium, and long term. Many involve some financial aspect:...