Tag Archive: Education

What Documents Are Needed to Create a Financial Plan With a Professional?

When you meet with a financial advisor to begin creating your financial plan, at first it may seem as though they ask for quite a bit of documentation and information about your personal… Continue reading

How is Life Different the Day After the Election?

   On November 9, 2016 the United States will have a new President of the country. The coming years of a new administration will truly end up being about money, finance and economics.… Continue reading

Retirement: Then vs. Now

“Retirement” today has a much different meaning than “Retirement” 36 years ago in 1980. Today’s graduates of the working world must be more self-sustaining and adapt to a completely different lifestyle. Take a… Continue reading