Every financial planning client is unique, with their own financial needs, resources, and concerns. That being said, there are fundamental strategies for smart financial planning and, conversely, common mistakes to avoid. In this chapter, we’ll share some thoughts about some of the most common financial mistakes people make. 1. Lack of asset diversification Many people… Read More

The coronavirus pandemic has affected virtually every facet of American life and severely impacted the markets and economy. Congress and the federal government have acted to help individuals and businesses get through this difficult time. Most recently, President Trump signed the Coronavirus Aid, Relief, and Economic Security Act (CARES) Act on March 27, 2020. The… Read More