Andrew's CFP® Exam Congrats
A short video outlining Andrew's path to pass the CFP® exam, and what steps are now necessary for him to receive his CFP® marks
Tax Strategies to Implement Today
With tax season in full swing, Rick Fingerman, CFP® takes a few minutes to highlight some strategies that may help you to lower your tax bill this year.
3 tips to avoid a surprise tax bill
Looking to avoid a surprise come tax time? Lyman Jackson, CFP® has 3 quick tips to make sure you get it right before you file.
Open Enrollment Series: HSAs and FSAs
Health Savings Accounts vs Flexible Spending Accounts. Rick Fingerman, CFP® gives 3 quick tips on which accounts you should be considering.
Open Enrollment Series: 401(k)'s
Thinking of making adjustments to your 401(k) while updating your benefits during open enrollment season? Lyman Jackson, CFP® reveals a few helpful tips in this short video.
Open Enrollment Series: Disability Insurance
What types of disability insurance are most important when making changes this open enrollment season? Andrew Holmes, CCPS™ explains why long term disability insurance is often overlooked.