As financial planners, we have the opportunity to see all sorts of extremes when it comes to people’s finances. Is there really a way to "have your cake and eat it too"?

The financial industry is very confusing and often people do not know who to turn to for help with their personal finances. Amid the sea of options, why choose a CFP®?

January is Financial Wellness month, but what does financial wellness mean to you? For some of us, it might mean getting a better grip on our budget. For others, it might just be about getting organized. Maybe for some, it’s about setting goals and establishing a plan to save towards those goals.

Investing and golf have more in common thank you may think.

As we approach the end of 2018 and look forward to 2019 with much optimism about the unknown, now is a good time to reflect on what has worked well for you in the past and identify areas for improvement.

With 2018 coming to a close, we wanted to give a few tips to keep you ahead of the curve when it comes to year-end planning.

The excitement of being surrounded by family and friends gives many a chance to unwind and reconnect, but also opens the door to the stress and pressure of shopping for gifts.

Let’s be honest. No one likes doing a budget. Check out a simpler approach to reviewing your finances at a higher level.

With students back to school and Labor Day behind us, the summer season has unofficially come to an end. With an eye towards Fall, here are a few financial tips to focus on these last four months of the year.