My journey to become a Financial Planner began after my father died and my mother moved to Florida. My mom was appalled at the treatment her...
Warren began his career in finance in 1991, working for a regional brokerage firm. He later began working as a Financial Planner for a bank in...
As the year draws to a close it’s tempting to try to predict what 2020 will bring, especially in the markets. Here’s a brief article from the thoughtful people at Dimensional Fund Advisors discussing that very topic.
The year 2019 served up many examples of the unpredictability of markets.
There is no gift that says “I love you” like a lower tax bill in April. Between all the holiday parties and batches of eggnog, there are some financial tasks to check off your list before Dec. 31. In addition to a gift of time, it is probably one of the more important gifts to give.
◗ Contributions to Indiana 529 plans.
Music fans of a certain age were saddened to learn of the recent passing of Aretha Franklin, long known as the Queen of Soul. Financial planners of all ages were saddened to learn of yet another person dying without a complete estate plan, including a will. Unfortunately, she’s just the latest in a long line of famous people who should have known better.
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