Investing and planning require a lot of moving parts and momentous decisions – decisions that could make or break your financial future.
Investing and planning require a lot of moving parts and momentous decisions – decisions that could make or break your financial future.
Working with a competent advisor can increase your odds of reaching your financial and life goals.
When you hire a financial advisor, you might not be clear about what you are paying for. The fact is, there are numerous analytical and technical activities that are carried out on behalf of clients. When you engage with me, you are paying for my specialized knowledge, experience, tools, and my expertise.
How do you know if you can trust a financial advisor?
How a Certified Financial Planner Can Help You Save Money
Ms. Rosa Santana has worked in three different industries, from graphic design to higher education. In highlighting the different aspects of her career, you gain an understanding that your career journey may not be a straight path. She loves helping professionals, from early career to seasoned professionals with employment advice. She guides her students on how to advocate for themselves.
When pursuing divorce, it is important to build a team that includes a financial planner, therapist, CPA, and attorney.
Everyone is feeling the effects of a major inflation surge as of late, largely due in part to product shortages and global supply chain issues as a result of the COVID-19 pandemic. But what exactly does this mean and what can you do to better protect your wealth? Don’t panic — the more you understand, the easier it will be to safeguard your assets during uncertain times.
Here are a few tips on how to make the most of your employer’s financial offerings.
With student loan debt, she found that Black students, in particular Black women, borrow more to earn less.