Are you thinking about vacation properties? Should you buy or rent? Charlie Kerwood, CFP, ChFC, AEP, talks about many factors you should consider before taking the plunge.
Posts Categorized: News
Work Longer To Live Longer
There’s finally an answer to an age-old question: How can I live a longer, more satisfying life? The answer is work longer. Here is why.
7 Tips To Avoid Identity Theft
Unfortunately identity theft is common. Here are 7 tips to help you avoid identity theft.
Client Health: Recognizing the Loss of Cognitive Function
As clients age it is important for us to recognize the loss of cognitive function. Here is why client health is important.
Is The Media Influencing Your Financial Decisions?
Is the media influencing your financial planning decisions? Jason Eliason discusses how to protect yourself, so you don’t deviate from your portfolio.