Building Wealth, Family and Finances
Many people take their banks for granted until the day comes when they find out that their bank is being dishonest with their money. When the story broke over Wells Fargo and the creation of over 2 million fake accounts under customers’ names, people began to take a...
Building Wealth, Tips and Tricks
Imagine sitting down at your desk or a kitchen table, sifting through dozens of receipts over the last year and bank statements to track your money. You probably feel overwhelmed by the amount of paper or even frustrated by missing documents and gaps in your financial...
Financial Advisor, Financial Planning
What is a CFP®? CFP® stands for CERTIFIED FINANCIAL PLANNER™ which is a certification given by the Certified Financial Planner Board of Standards to individuals who successfully meet the initial as well as ongoing certification requirements set by the CFP...