Blog

When was the last time you shopped for new auto insurance?

This is a question I often ask my clients, and the answer is typically “I don’t remember”.  That makes perfect sense to me.  Car insurance is rarely something that we have a reason to think about.

The CFP Board has launched a new round of ads targeted at raising awareness regarding the importance of working with a Certified Financial Planner™ professional.

Opportunity to Join America Saves Week and Promote the Importance of Saving

As the CFP Board so eloquently states, “Your finances can’t manage themselves, but that doesn’t mean they won’t try”

Summer is approaching, and that means many Americans are making vacation plans.