How Do I Break Up with My Financial Adviser?

5 min read
Jul 14, 2021 12:00:00 AM

In last week’s blog we covered reasons to consider changing your adviser. So, let’s say you’ve decided to make the change. Now, you are considering how to approach it.

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Topics: Financial Planning |

Is Your Financial Adviser at Your Big Box Broker Dealer Changing Again?

5 min read
Jul 7, 2021 12:00:00 AM

I have heard from quite a few folks, and honestly for a lot of my career saw this first-hand — the one constant with their financial adviser at their large firm is change …

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Topics: Financial Planning |

Infrastructure and Taxes

3 min read
Jun 7, 2021 12:00:00 AM

Are you tired of hearing about taxes? It seems as if this is a never ending debate. Alas, here we are. I will try here to provide some clarity to what is going on in Wash …

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Topics: Financial Planning |

What is a CERTIFIED FINANCIAL PLANNER™ Professional?

5 min read
Apr 25, 2021 12:00:00 AM

A CERTIFIED FINANCIAL PLANNER™ professional or a CFP® practitioner is a financial professional who meets the requirements established by the Certified Financial Planner B …

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Topics: Financial Planning |

Financial Planning: Helping You See the Big Picture

4 min read
Dec 22, 2020 12:00:00 AM

Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each com …

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Topics: Financial Planning |
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