Advisor Insights: When Life Changes Overnight
When Life Changes Overnight: How a Financial Plan Can Help As financial advisors, we love talking with clients about the exciting parts of life. Reaching retirement goals, planning a dream trip, or saving for a child’s future are the kinds of conversations that bring energy and optimism to our work. But sometimes life throws something […]
The Government Shutdown: Key Takeaways by Bill Shafransky, MBA, CFP®, RICP®
The government shut down, again. Interestingly enough, this marks the 20th time a shutdown occurred since 1976. The last time this happened was in 2018, when a 34-day standoff in Washington led to partisan finger-pointing in the media and endless social media debates between everyday Americans, each convinced their view was the right one. And […]