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are many misconceptions about finances. The average American spends more
time planning their family vacation than they do their family’s finances. Retirement: Where should I put my money? What is my risk tolerance and risk exposure? When is retirement feasible? Education: 529s, Coverdall, UTMA, UGMA, VUL, Roth - Where is the right place to save for my child's education and how much should I save? Budgeting: How much should I save? Where should I save it? Can I reduce expenses? Choose a Planner: What is financial planning? What are the differences between investment advisors, insurance advisors, stock brokers, and comprehensive planners? Tax Planning: What is financial planning? What are the differences between investment advisors, insurance advisors, stock brokers, and comprehensive planners? Insurance: What is financial planning? What are the differences between investment advisors, insurance advisors, stock brokers, and comprehensive planners? |
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