goals

Benefits of a Great Financial Advisor

This post was written by John Wenzel, co-founder of Archvest Wealth Advisors. John and I became friends through the XY Planning...

12 Invaluable Things to Know About Starting a College 529 Plan

This article is a guest post written by Charles Donalies, founder of Donalies Financial Planning. Charles and I became friends after...

Financial Goals Every 30-Something Should Strive For

This article was written by PJ Wallin of Atlas Financial. PJ and I became friends after meeting at an industry conference...

3 Things Not To Do When Buying a Home

This piece is a guest post written by Kenneth Klabunde of Precedent Asset Management. Kenneth and I became friends after meeting...

10 Reasons Why You Should Work With a Certified Financial Planner

While the letters CFP may just look like some letters thrown on a business card, it actually symbolizes a very...