Financial Planning Blog

Coming to a bank near you in… 2023? It appears the U.S....

We love to hear your input! The idea for this blog came...

Four lessons from the pros to impact your portfolio. If you sampled...

It's 529 Day! As higher education expenses continue to skyrocket, May 29th...

Fee-based advisors vs. commission-based advisors: what’s the difference? As the financial industry...

Here’s something you probably already know: everybody’s suing everybody these days.  The...

Spring is in the air: hamburgers sizzling on the grill, fresh grass...