When we break effective long-term financial planning down to its essential components, what we find are a series of key decisions about how we manage our
Here’s how advisors can keep them on track CNBC recently featured TPC’s Jude Boudreaux, CFP ®, who encourages clients to step back and have a long-term
Andrew Sivertsen, CFP®, CeFT®. Partner/Sr. Financial Planner, discusses the phrase, “I’m not going to live that long,” and how that attitude needs to be taken seriously
This is a guest blog post originally printed at www.suddenmoney.com and reprinted with permission granted by the Financial Transitionist Institute. It’s entirely possible that you will
Life seems to be coming at us faster and faster. At times, the demands on decision making are overwhelming. One way financial planners stop the merry-go-round
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