A CERTIFIED FINANCIAL PLANNER™ professional, or CFP® practitioner, is a financial professional who meets the requirements established by the Certified Financial Planner Board of Standards, Inc. While some professionals may…
Tips to Help Financial Stress
With so much going on in the world today—from a global pandemic through economic hardship—it comes as no surprise that many people have recently found themselves under heavy financial stress….
Timing Your Earnings in Retirement to Optimize Your Social Security Retirement Benefit
What is this strategy? If you work after you begin receiving Social Security retirement benefits, all or part of your retirement benefit may be withheld if your earnings exceed the…
Invest in Your Financial Education During Financial Literacy Month
April brings more than possible rain showers. It also marks Financial Literacy Month in the U.S. Whether you’re interested in a quick refresher or seeking to learn something new, it…
Why Business Owners Need Financial Planning
If you’re a business owner, you are likely the Chief Everything Officer at work and have many responsibilities. A business owner’s situation is unique since they are asset-rich and cash-poor…