Reports & Articles

What You Should Know About Financial Planning

You may have come across the term “financial planning” recently and wondered what it means. You may have decided to start your own financial plan but you’re not sure how. Or you may feel it’s time you went to a financial planner for some professional advice.  Whatever your situation, the following information can help you decide what’s right for you.

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Why You Should Choose a CERTIFIED FINANCIAL PLANNER™ Practitioner

Choosing a financial planner may be one of the most important decisions you make for yourself and your loved ones. Financial planners can provide you and your family with guidance over your lifetime, or work with you to address specific concerns as needed. A planner can play a central role in helping you meet your life goals and achieve financial wellbeing.

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Saving Fitness:  A Guide to Your Money & Your Financial Future

Most of us know it is smart to save money for those big-ticket items we really want to buy — a new television or car or home. Yet you may not realize that probably the most expensive thing you will ever buy in your lifetime is your…retirement.

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