Protection
The Financial Planning Process
Our featured article of the month, The Financial Planning Process, outlines the six steps to creating a financial plan using the services of a CFP® professional. The CFP® Board Standards detail the expectations of a relationship between a client and their CFP® professional, providing a framework for the engagement. The standards are in place to...
Your Extended Care Strategy
Our featured article of the month, Your Extended Care Strategy, reminds our readers that a retirement plan coupled with a long term care strategy is a prudent way to plan for the future. November is Long Term Care Awareness month and this newsletter touches on this topic at least once a year, for good reason....
2019 Year End Money Moves
Our featured article of the month, End of the Year Money Moves, provides some tips on taking action on your personal financial situation prior to year end. Tax loss harvesting is a smart technique that could certainly make an impact on your taxable short term gains and may even help minimize future gains tax. Of...