Balancing Current Family Needs with Future Retirement Needs
In this our second in a series of articles about helping clients in the Accumulation Phase of Retirement Planning, we address the second root cause of inadequate retirement saving, which is the difficulty of balancing current … [Read More...]
What Does a CFP® Certificant Do?
One of the great benefits of the CFP® Certification is the number of doors it opens in terms of a career path. While the traditional financial planner is what most people associate with a CFP® Certificant, there are many … [Read More...]
Financial Planning Strategies to Maximize Social Security Benefits
A major decision in retirement planning is identifying when to begin withdrawing Social Security retirement benefits. If you begin receiving benefits before your normal retirement age, you receive a smaller monthly benefit, … [Read More...]
Telling Your Story Can Lead to Successful Relationships
Everyone knows the importance of making a connection with your client. Well, hopefully everyone. But the problem for some can be how to make that connection. The latest issue of Financial Planning Magazine has a succinct … [Read More...]
