Author: Sydney Woodward, CFP

The world lost an icon last month with the passing of Queen Elizabeth II, whose 70 year reign left a lasting legacy not only on the U.K., but on the entire world. As we reflect on the Queen's mighty legacy, we are reminded of the...
Topics: Financial Planning

In life, crisis is unavoidable. With proper planning and resilience, however, a crisis can be maintained, and even nurtured, to not only minimize devastating effects, but also to inspire growth. This means that having a financial plan built to withstand a crisis, whether due to...
Topics: Financial Planning

Moving to a new state can be filled with so much excitement, and also an enormous amount of stress and uncertainty. Before you make this big jump, consider all the implications of making a move and plan for each one. So, what financial matters should...
Topics: Financial Planning