Caring for Elderly Family Members
Blog Caring for Elderly Family Members Often referred to as a “sandwich generation” there are many adults these days that are caring for both their own children as well as aging family members. Whether you have kids of your own, or they are already grown and...“Estate Planning and Your Financial Legacy”
Blog “Estate Planning and Your Financial Legacy” Estate planning can be a daunting and complex concept, but it doesn’t need to be. This week, we highlight a post from Scott Monk over at Charis Legacy Partners as he breaks down the basic concepts within...“Getting Financially Organized”
“Getting financially organized might not be easy, but most things worth doing aren’t easy!”
Caring for Aging Parents
“What difficulties or learnings do you have from caring for aging parents?”
Obtaining the CFP® Designation
With only 15% of registered representatives being Certified Financial Planners ™, it’s important to ensure the qualifications of the financial advisor you decide to engage!