Category: Financial Planning

I highway with 2020 and 2021 on it leading into the sunset. This is meant to signify preparing financially for 2021.

With 2020 coming to an end, it’s time to look forward to a new year. You can begin by creating a plan to succeed financially in 2021.

Red, white and blue stars and questions marks indicating uncertainty in stock markets after presidential elections.

Elections typically bring uncertainty, and this year is no different. However, there’s usually no reason to change your long-term strategy.

Two women meeting via a virtual web conference to discuss financial planning.

Since the pandemic struck, many people are meeting with their advisors virtually. Don’t fear a virtual meeting, and use this guide to prepare.

Woman looking at post it notes with who, what, when, where and why. Illustrates five questions women should ask their financial advisors.

There are many things women should learn about their financial advisors. These five questions will get straight to the point.

Finding the right financial advisor is like choosing a spouse

Choosing the right financial advisor is similar to finding the right spouse. You and your CFP® must be able to work together to achieve your goals.

Women should get to know their financial advisor

A good marriage requires trust and sharing of responsibilities. But, women often make the mistake of not getting to know their financial advisor.