Is Time Really Money?
You’ve heard the old adage “Time is money.” But is it? In so many ways, yes. Interest, Distributions, and Returns Paid to You One of the...
Key Steps to Researching a Financial Advisor
How can you make sure you choose the right financial professional? It’s impossible to be absolutely certain you’ve found someone who is...
Perseverance Pays When Filing Insurance Claims
When I consider insurance, I think about it as a bet I don’t want to win. If I use my disability insurance, it means I’m hurt. If I file...
How Investing in the Market Is Like Having a Teenager
Do you have a teenager at home? How’s it going for you? If your experience was like ours, parenting a teenager is about as easy as...
Keepin’ It Real – Changes in the March CFP® Exam
The CFP® Board has made some changes to their approach in testing new CFP® candidates. The good news is that you need to memorize fewer...
How To Win Points and Influence Scores on the CFP® Exam
In Dale Carnegie’s inspirational business book, How To Win Friends and Influence People, he offers concrete, workable steps that readers...