What Do Financial Advisor Designations Mean?

What Do Financial Advisor Designations Mean?

It may surprise you to learn that terms like “financial advisor,” “financial consultant,” and “wealth manager” are generic job titles.  They aren’t regulated terms and don’t actually mean very much as far as credentials or education or skill.  Anyone can call...
3 Top Tax Tips You Can Do Now

3 Top Tax Tips You Can Do Now

No one has EVER told me they DON’T want to save money in taxes.  Tax savings strategies are always a good idea to consider in your financial planning.  Being tax aware is a big part of what good financial planning is all about! Another reason to...
Receiving an Inheritance

Receiving an Inheritance

I observed to a friend that this year, I have seen more money change hands via inheritance than I ever have before in my career.  Navigating the death of a loved one – whether it be a parent, a spouse, a cousin, a friend – can be tricky.  Not only does money...
The 3 C’s to a Successful Retirement

The 3 C’s to a Successful Retirement

Many retirees I work with find an unexpected challenge post-paycheck: how to structure their new calendar. When you retire (or, as a friend of mine likes to say it, when you “shift into a work optional lifestyle”), your daily routine changes.  Depending on what...