Tag Archives | financial planning
Woman spreading vegan cream cheese on a toast

Refinancing Done Right: When A Mortgage Re-Do Generates Big Savings

Rates are lower than ever, so we’ve been helping several clients explore mortgage refinancing options. When a refinancing is done right, it can save you thousands of dollars. But not every potential refi makes the cut. Sometimes the expenses just don’t justify the potential savings. But the refi that closed last week for our clients […]

Read full story Comments { 0 }
2020-02 CFP Board photo Group

CFP® Professionals: Giving Back To The Profession

Our team of 6 CFP® professionals, plus our outstanding testing facilitator Kathy, showed off some pretty serious skills last week in Washington DC! We spent two days at the Certified Financial Planner Board of Standards, Inc. headquarters (CFP Board) refining questions that will appear on future CFP® exams. CFP® candidates are required to demonstrate competence […]

Read full story Comments { 0 }
financial planning puzzle

6 Out of 10 Americans Say They Need Financial Planning Help

Personal finance is a top priority for most Americans, but six out of ten say their financial planning efforts need improvement, according to a new Northwestern Mutual survey. The survey asked over a thousand Americans whether they were “moving in the right direction” in areas such as debt, savings and spending, and whether they could […]

Read full story Comments { 0 }