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CFP^®, CWS^®, CFA^®, PFS^® - there are so many acronyms, but what do they all mean?

Have you ever wondered about the education needed, the exam process, or

I often meet families who created an investment portfolio many, many years ago. And while it seems to have performed great during their pre-retirement years

Rolling over your funds for retirement presents a number of opportunities for error. There are plenty of government and IRS regulations to consider, and

Have you ever watched a good basketball player shoot a free throw? They bounce the ball a couple of times and line up the shot. Then, whoosh! The ball sails

Did you see the Super Bowl Sunday?

Of course you did. You and 103.4 million other people.

Unless you are a Patriots fan, it was a joy to watch the 

Philadelphi

I just got off the phone with tech support for my home printer.

It’s pretty incredible, they were able to remote into my home network and get everything

I saw my doctor the other day. He's a great guy and runs a good practice. I really appreciate how efficient and accommodating he and his staff are. But having

Wouldn't it be nice to have more money? To be able to put a little bit in your savings account? This might be possible for you if you make some changes to

Interest rates are low and the stock market is high. What is an investor to do? Isn't there a way to get higher yields with less risk?

Well, the answer could be

How many of you took a vacation this summer? I certainly did.

But I wonder, would you have gone on vacation if you thought you might run out of money before

When you are young, time is on your side. But as you grow older, it becomes more precious and you can't get lost time back.

Many Baby Boomers are wishing they