Intro
When it comes to managing your personal finances, paying someone else to decide where to put your money may feel counter-intuitive. After all, who
Retirement can invoke a mix of conflicting emotions from anticipation to fear, excitement to anxiety. It’s one of the biggest life changes we
Presented by Kristen Smigelski, CFP®, RICP®
If you’ve only just begun your career and are starting to collect a decent paycheck, the last thing on your mind
Presented by Kristen Smigelski, CFP®, RICP®
Managing finances properly is mainly common sense. While we’ve all made financial mistakes, most of those
Presented by Kristen Smigelski, CFP®, RICP®
When John recently lost his wife Betty to cancer, their children were surprised to find out that neither John
Presented by Kristen Smigelski, CFP®, RICP®
Following a solid tax planning strategy throughout the year is an integral part of any financial plan, but there
Presented by Kristen Smigelski, CFP®, RICP®
Intro
By now, there’s a good chance that the recent market downturn resulting from the COVID-19 pandemic has left
Presented by Kristen Smigelski, CFP®, RICP®
Diversification is one of the cornerstones of traditional investment advice. The most common saying we hear is
Presented by Kristen Smigelski, CFP®, RICP®
During a crisis, you need answers, and your financial advisor knows this. It is a scramble to find the right
Presented by Kristen Smigelski, CFP®, RICP®
As a young gun in the industry, you might not care about your employee stock options, but for those who pay
Presented by Kristen Smigelski, CFP®, RICP®
While it’s highly recommended that we use a financial advisor when we start to grow our investment portfolio
Presented by Kristen Smigelski, CFP®, RICP®
In 2018, student loan debt in the U.S. reached $1.5 trillion. With a continued increase in college tuition, it's
