If you’re thinking about retiring, or already retired, it’s important to have a trusted financial planner. After all, according to Smart Asset: “A 2019 Vanguard study found that, on average ...
Get a clear picture of your current financial landscape and the strategies you can use to hit your financial goals. From paying down debt to buying a home, our financial planners can help you clarify ...
anyone can call themselves a financial planner. However, a certified financial planner, or CFP, is someone who has met the requirements of the Certified Financial Board of Standards, Inc.
“I don’t predict major impacts to retirees based solely on who wins the presidency,” said Bill Boersma, a financial planning expert and life insurance professional with OC Consulting Group.
A financial advisor is a catch-all term that includes financial planners and investment advisors. Most online advisors offer investment management — whether it's carried out by a human or a ...
David Rodeck specializes in making insurance, investing, and financial planning understandable for readers. He has written for publications like AARP and Forbes Advisor, as well as major ...
“I don’t predict major impacts to retirees based solely on who wins the presidency,” said Bill Boersma, a financial planning expert and life insurance professional with OC Consulting Group. “However, ...