Do I Need A Financial Planner To Help Me Retire?

Happy old couple clients make financial deal handshake meeting lawyer

So you want to retire, but do you have a financial plan in place? If not, why not? Creating a retirement strategy is essential for all individuals approaching their golden years. It ensures that you are able to enjoy the last phase of your life and live it according to your needs and desires.  However, […]

Getting Ready to Retire – How a Financial Advisor Can Help

retirement ahead road sign

If retirement planning seems overwhelming, you’re not alone and you don’t have to be, either. You’re about to take a huge step into the next phase of your life and a retirement planner can help you qualify and prioritize retirement goals. These qualified financial advisors know what important questions to ask and can get to […]

10 Questions to Ask When Interviewing a Financial Advisor

questions for your financial advisor

October is National Financial Planning Awareness Month and as the year winds down, many Americans will have questions regarding their finances. Maybe you received a windfall from stocks and want to build a more diverse portfolio, or maybe you need some help with tax planning before the IRS comes calling in April. “When To Hire […]

When To Hire a Financial Advisor?

start financial planning

October is National Financial Planning Month! It’s a time before the holidays when everyone can take a step back and review their financial pros and cons. Are you on track with your retirement goals? Are there any expected expenses or windfalls on your horizon? October might only have 31 days, but financial planning is a […]

CPA vs CFA vs ChFC

differences in financial advisors

If you’ve read anything about the financial advising industry, you’ve surely noticed the overwhelming number of acronyms. Every financial advisor has their own suffix attached to it and separately they can all be very confusing. We’ve discussed CERTIFIED FINANCIAL PLANNER™s (CFP®s) and how they tilt their practice toward individuals and families.  6 Reasons to Hire […]


CFP working with clients

Working with a CERTIFIED FINANCIAL PLANNER™ (CFP®) is usually seen as a privilege only the very rich can afford. Having enough money that you need guidance on what to do with it seems like a great problem to have. The truth is, a CFP® does not work solely with the richest subset of Americans. In […]


CFP Advanced Retirement Strategies

With over 100 different designations and specialties, financial advisors can often seem like a dime a dozen. You can’t go very far in this country without seeing a billboard or advertisement for a financial guru or tax specialist who claims to have the ability to solve all your money problems. While the less reputable advisors […]


certified financial planner

Hiring a financial advisor can be a confusing and tedious process. Different advisors have different qualifications and finding the right one means navigating a sea of different acronyms. If you’re looking for financial advice tailored to individuals and families, your best bet is likely, a fiduciary advisor with a focus on personalized financial plans. A […]