What’s the difference between leasing and buying a car? Charlie Kerwood illustrates the differences with a graph.
Posts Categorized: News
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
Moving or changing residency can be a complex situation. Consider Florida’s property taxes to help provide structure in retirement.
Did you know you can help your child establish a credit score without risking your own? Jason Farris discusses how to help your child gain a credit score on a secured credit card:
It is a rare occurrence, but there are times when a 529 account is over funded. Jason Farris discusses your options on how to handle the excess cash.