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Ask the CFP – How should I manage my important documents? (Part 1)

October 05, 2020

The column where our staff of CERTIFIED FINANCIAL PLANNER™ professionals answers your financial planning questions returns.

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Ask the CFP – How should I manage my important documents? (Part 2)

October 12, 2020

Generally, a good rule of thumb is to keep financial records and documents only as long as necessary. For example, you

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Ask the CFP – How should I manage my important documents? (Part 3)

October 19, 2020

An easy way to prevent paperwork from piling up is to remember the phrase “Out with the old, In with the new.”

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Think Before You Share… Using Social Media Wisely (Part 1)

June 08, 2020

To determine how to use social media wisely, first we must define it. Merriam Webster defines social media as forms of

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Think Before You Share… Using Social Media Wisely (Part 2)

June 15, 2020

Keep in mind that you control your social media exposure; how much or how little you choose to share is your decision.

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Think Before You Share… Using Social Media Wisely (Part 3)

June 16, 2020

Using social media sensibly and safely is not difficult. Here are some top tips from the International Compliance

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