April is known as both National Financial Literacy Month and National Financial Capability Month. And when it comes to finances, both literacy and capability
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July 21, 2014
By Bruce W. Fraser for Financial Planning
Benjamin Franklin once said, “Wealth is not his that has it, but his that enjoys it.” Most planners
February 20, 2014
By Beth Jones, RLP®, AIF®, CFT™
Whether or not you believe Social Security will be around when you need it, proper planning compels you to
November 12, 2013
By Beth Jones, RLP®, AIF®, CFT™
Congratulations to all recent college graduates! It’s now time for them to jump into the next stage of life
September 21, 2013
By Beth Jones, RLP®, AIF®, CFT™
Many people fail to have proper and updated estate planning documents, so a serious illness or death of a