Financial Planning for Divorce
February 18, 2021
When I asked Arlene Brown, a Certified Divorce Financial Analyst®, the first word that comes to her mind regarding divorce, she said, “expensive.” The impact
Category: Financial Planning
Read More »
What to Expect from My Financial Planner
February 17, 2021
How do you know if you have a good financial planner? Today, Paul and his team explain the ins and outs of working with a
What to Expect in the Financial Planning Process
February 16, 2021
So what actually happens when you work with a qualified financial planner? Today, Paul and his team explain the ins and outs of financial planning.
The Mortgage Payoff
February 10, 2021
Paying off the home mortgage is a rite of passage for most people who want to retire. Are you looking to drain some of your
Stimulus Checks and a New Round of PPP
February 1, 2021
When stimulus checks were first proposed, they were pretty controversial. Just a few months later, we are expecting to get our 3rd round of stimulus
Special Needs Planning for 2021
January 26, 2021
Can you believe it’s 2021? As we leave 2020 behind, I am reminded of the many challenges that we all faced. We all were affected—some
You Don’t Know What You Don’t Know
January 25, 2021
Millions of Americans believe that their employers have chosen retirement options that will work out well for them in the long run. The problem is
What Ministers Should Know When Filing Taxes
January 18, 2021
Tax planning can feel complicated for the average person. Ministers have some unique opportunities they can take advantage of when filing, if they know what