Wishing everyone a happy, safe and blessed Thanksgiving Day!
Monthly Archives: November 2015
Your Year-End Financial Checklist
Seven aspects of your financial life to review as the year draws to a close. Provided by Christian H. DePaul, CFP The end of a year makes us think about last-minute things we need to address and good habits we … Read More
Comprehensive Financial Planning: What It Is, Why It Matters
Your approach to building wealth should be built around your goals & values. Provided by Christian H. DePaul, CFP Just what is “comprehensive financial planning?” As you invest and save for retirement, you will no doubt hear or read … Read More