April 20, 2017 -
Comparing Time-Weighted Returns and Dollar-Weighted Returns
October 14, 2016 - A Prescription Drug Plan (PDP) determines how much you’ll have to pay for prescription drugs year to year.
August 16, 2016 - The Retirement Earnings Test (RET) can affect your cash flow and budget, but benefits are not lost forever.
July 5, 2016 - The CFP® marks and NAPFA membership make a powerful combination of proven ability and commitment to you, the client.
May 24, 2016 - New rule improves investor protection, but more should be done.