Research has shown that once you get past providing for your basic needs, additional money doesn’t materially increase your happiness level. Aside from gaining more money and taking medicine, there are other strategies to gain happiness.
Posts By: Charles A. Kerwood III, CFP®, ChFC®, AEP®
Have you noticed all those letters behind your advisor’s name? Knowing what the designations mean can help you better understand your advisor’s education background and skill set. Charlie Kerwood goes over some of the common designations you may see.
Do you know the difference between Limited and General Power of Attorney? Charlie Kerwood discusses a few facts on why POAs are so important.
What’s the difference between leasing and buying a car? Charlie Kerwood illustrates the differences with a graph.
When working with a financial advisor, it is critical they have the Certified Financial Planner™ designation. Charlie Kerwood gives 4 reasons why the CFP® designation has become the gold standard in financial planning