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The Art of the Vital Few: Key Decisions that Can Build Your Financial Future
By Andy Baxley, CFP®, CIMA® When we break effective long-term financial planning down to its essential components, what we find more
2020 May Tempt People to Throw Out Their Long-Term Plans
Here’s how advisors can keep them on track CNBC recently featured TPC’s Jude Boudreaux, CFP ®, who encourages clients to more
Andrew Sivertsen,CFP®, CeFT®. Partner/Sr. Financial Planner, quoted in FinancialPlanner.com on “Longer lifespans are going to affect planning for young clients, too.”
Andrew Sivertsen, CFP®, CeFT®. Partner/Sr. Financial Planner, discusses the phrase, “I’m not going to live that long,” and how that more
What is Long-Life Planning?
This is a guest blog post originally printed at www.suddenmoney.com and reprinted with permission granted by the Financial Transitionist Institute. more
Putting Money in the Context of Life
Life seems to be coming at us faster and faster. At times, the demands on decision making are overwhelming. One more