By Jon Powell, CFP® Do you need financial planning or investment management? To answer that question, you need to have a grasp on your financial goals, and also understand that advisors have different specialities. In this article, we’ll define the differences between financial planning and investment management, as well as detail our process for helping […]
By Jon Powell, CFP® With many kinds of retirement plans out there, it can be hard to tell the differences among them at first glance. Two of the most popular types of retirement plans offered by employers are the 401(k) plan and the pension plan. An employer typically provides one or the other, but not […]
In most lines of work, you read about “best practices”. Well, let’s take a moment to apply best practices to your finances. You may be just beginning your financial journey, fresh out of college. You may have children or grandchildren that are starting their first real job. Perhaps, you just want to get serious about […]