by Justin Long, on Jul 14, 2021
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. First and …
Read Storyby Justin Long, on Jul 07, 2021
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 …
Read Storyby Justin Long, on Jun 07, 2021
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 …
Read Storyby Justin Long, on Apr 25, 2021
A CERTIFIED FINANCIAL PLANNER™ professional or a CFP® practitioner is a financial professional who meets the requirements established by the Certified Financial Planner Board of Standards, Inc. While others may …
Read Storyby Justin Long, on Dec 22, 2020
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 …
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