[vc_row][vc_column][vc_column_text] Acquiring Your First Credit Card Establishing good credit for young consumers Brian Poe, CFP®, ChFC® A frequent topic of discussion is how young consumers can establish and build credit. Building good credit habits is essential...
More good than bad Long-term planning and investing James Taylor CFP®, Wealth Counselor I was driving in the car the other day with my six-year-old daughter Josalyn when she said to me, “Daddy, are there more good people in the world than bad?” I said, “Yes, of...
What I Learned About Family Loans from Watching Gilmore Girls Intra-Family Loans Can Serve as a Great Wealth Transfer Strategy Erin Itkoe, CFP®, CPA®/PFS, Director of Client Experience/Senior Wealth Counselor One of my all-time favorite TV shows is Gilmore Girls....
[vc_row][vc_column][vc_column_text responsive_align=”left”]This article is authored by a premiere college advisor who specializes in helping young men and women figure out what “makes them tick” and using that to create educational pathways that win with...
[vc_row][vc_column][vc_cta h2=””]Personal finance goes beyond an annual meeting with a wealth manager or contributing funds to a savings account. Oftentimes it is a culmination of lifelong experiences containing seemingly insurmountable pitfalls and...
