Presented by Kristen Smigelski, CFP®, RICP®
Managing finances properly is mainly common sense. While we’ve all made financial mistakes, most of those
Presented by Kristen Smigelski, CFP®, RICP®
When John recently lost his wife Betty to cancer, their children were surprised to find out that neither
Presented by Kristen Smigelski, CFP®, RICP®
Following a solid tax planning strategy throughout the year is an integral part of any financial plan, but
Presented by Kristen Smigelski, CFP®, RICP®
Intro
By now, there’s a good chance that the recent market downturn resulting from the COVID-19 pandemic has
Presented by Kristen Smigelski, CFP®, RICP®
Diversification is one of the cornerstones of traditional investment advice. The most common saying we hear
Presented by Kristen Smigelski, CFP®, RICP®
During a crisis, you need answers, and your financial advisor knows this. It is a scramble to find the right
Presented by Kristen Smigelski, CFP®, RICP®
As a young gun in the industry, you might not care about your employee stock options, but for those who pay
Presented by Kristen Smigelski, CFP®, RICP®
While it’s highly recommended that we use a financial advisor when we start to grow our investment portfolio
Presented by Kristen Smigelski, CFP®, RICP®
In 2018, student loan debt in the U.S. reached $1.5 trillion. With a continued increase in college tuition
Presented by Kristen Smigelski, CFP®, RICP®
Investing is a marathon, not a sprint. It takes guts to stick to your plan and avoid selling into a
Presented by Kristen Smigelski, CFP®, RICP®
Proper financial planning should always be a focus, but for those who are dealing with a physically ill
Presented by Kristen Smigelski, CFP®, RICP®
A lot of people are under the impression that tax planning is only for high-wealth individuals. However
