Sometimes simple is best. Many of us tend to complicate our financial situation; overthinking our options while ignoring the basics.
But like anything else
Intro
When it comes to managing your personal finances, paying someone else to decide where to put your money may feel counter-intuitive. After all, who
Retirement can invoke a mix of conflicting emotions from anticipation to fear, excitement to anxiety. It’s one of the biggest life changes we
Presented by Kristen Smigelski, CFP®, RICP®
If you’ve only just begun your career and are starting to collect a decent paycheck, the last thing on your mind
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 John
Presented by Kristen Smigelski, CFP®, RICP®
Following a solid tax planning strategy throughout the year is an integral part of any financial plan, but there
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 left
Presented by Kristen Smigelski, CFP®, RICP®
Diversification is one of the cornerstones of traditional investment advice. The most common saying we hear is
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
