Posts Tagged ‘CFP’
Values in Action – Financial Freedom Tips
Your values and long-term goals drive what you need to succeed. In this 4-minute video, I take a deeper dive into values in action—just in time for your end-of-year reflections.
Read MoreMeasure Twice, Cut Once – The Best Investment Strategy
It pays to measure twice and cut once! Here we cover the 3 criteria for constructing the best investment strategy for YOU.
Read MoreEmotion vs. Rationality – 5 Behavioral Pitfalls of Investing!
So, you think you are investing rationally? Read on to learn about the 5 dangerous Behavioral Pitfalls of Investing—and how to keep yourself out of hot water!
Read MoreYou’re Wired to Fail–Really!
We are hardwired to be poor investors. Accepting this is the key to your success as an investor.
Read MoreKnow your ABC’s (and D) of Medicare!
Curious about Medicare’s intricate alphabet of parts and plans? Read on to learn how to get fully covered—and be safe from unpleasant financial surprises.
Read MoreLong-Term Care: The Elephant in the Room of Retirement Planning
Retirement—Most of us think of hobbies, vacations, and time visiting family, but what about long-term care? Read on to learn what you need to know!
Read MoreBitcoin Basics
How and why is Bitcoin here, and how does it work—and will Bitcoin be around for the long haul? Read on to learn more!
Read MoreHow does Monetary and Fiscal Policy impact me?
Curious how US policy directly impacts the money in your pocket? Today we demystify monetary and fiscal policy—and how it impacts YOU!
Read MoreMonday Morning Motivation – Encouragement
Are you offering encouragement to your friends and family?
Read MoreTo Roth or not to Roth, that is the question!
Is a Roth IRA or traditional IRA your best option now? Read on to learn about several tax scenarios that may surprise you!
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