Would you go to a personal trainer who wasn’t certified? How about a doctor or surgeon? A plumber? Electrician? Day care facility? Yeah, I didn’t think so. Did you know that only 20% of people who hold themselves out as financial planners in the United States are CERTIFIED FINANCIAL PLANNER™ professionals? Yes, I’m dead serious… (Read More)
How Can You Guard Yourself Against Identity Theft?
In today’s fast-paced, technological world, it’s easy to forget that we enjoy conveniences generations before us only dreamed about. It’s also easy to forget that there are people out there who exploit this technology in order to get ahead financially. In other words, they commit identity theft. How can you guard yourself against identity theft… (Read More)
Investor Update: Oil, China, and Market Volatility
Unless you’ve been living under a rock for the first several weeks of 2016, you’ve probably noticed the wild ride most investors have experienced recently in the global financial markets. Although major news outlets tend to prey on an investor’s fear when things go awry, the reality is there’s usually much more to the story… (Read More)
Top 5 Blog Posts of 2015
As 2015 draws to a close, I thought it might be helpful to reflect back on this past year and take a quick look at how far we’ve come. Whether you’re trying to get out of debt, saving for college and retirement, or almost ready to call it quits at the office, I’m sure you’ll… (Read More)
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