Blog

Image for Divorce & Dollars: Essential Financial Advice for Navigating the Split

Divorce & Dollars: Essential Financial Advice for Navigating the Split

April 12, 2024 | Mitchell J. Thompson CFP®, CDFA®, ChSNC®, AEP®

Going through a divorce is never easy, and it can take a toll on both your emotions and your finances. That's why it's essential to have a solid understanding of your financial situation and make smart decisions during this challenging time.
Read Article

Image for Maximize Your Wealth with Effective Tax Planning Services: Expert Strategies for Financial Success

Maximize Your Wealth with Effective Tax Planning Services: Expert Strategies for Financial Success

April 5, 2024 | Mitchell J. Thompson CFP®, CDFA®, ChSNC®, AEP®

As you work hard to build your wealth and secure your financial future, don't overlook the power of effective tax planning. By strategically managing your taxes, you can significantly increase your wealth over time. However, navigating the complex world of taxes requires expert knowledge and strategies. That's where professional tax planning services come in.
Read Article

Image for Unlocking Financial Security: A Guide to Planning for Families with Special Needs

Unlocking Financial Security: A Guide to Planning for Families with Special Needs

March 29, 2024 | Mitchell J. Thompson CFP®, CDFA®, ChSNC®, AEP®

Are you a parent or guardian of a child with special needs? Planning for your family's financial security can often be a challenging and overwhelming task.
Read Article

Image for Unveiling the Secrets of Estate Planning: Your Guide to a Secure Financial Future with a Certified Financial Planner

Unveiling the Secrets of Estate Planning: Your Guide to a Secure Financial Future with a Certified Financial Planner

March 22, 2024 | Mitchell J. Thompson CFP®, CDFA®, ChSNC®, AEP®

When it comes to securing your financial future, estate planning is essential. However, navigating the intricacies of estate planning can be daunting without the proper guidance. That's where a CFP® comes in.
Read Article

Image for Maximize Your Wealth with Fee-Only Financial Advisors

Maximize Your Wealth with Fee-Only Financial Advisors

February 16, 2024 | Mitchell J. Thompson CFP®, CDFA®, ChSNC®, AEP®

When it comes to managing your wealth, finding the right financial advisor can make all the difference. But with so many options out there, how do you choose the right one? One solution is to consider working with a fee-only financial advisor. In this article, we will explore how fee-only financial advisors can help you maximize your wealth and achieve your financial goals.
Read Article

Image for 5 Essential Retirement Planning Tips for a Secure Financial Future

5 Essential Retirement Planning Tips for a Secure Financial Future

February 9, 2024 | Mitchell J. Thompson CFP®, CDFA®, ChSNC®, AEP®

Are you dreaming of a worry-free retirement? Achieving financial security in your golden years requires careful planning and smart decision-making.
Read Article

Logo for NAPFA
Logo for wealthtender
Logo for Fee Only
Logo for Special Needs Planning
Logo for ChSNC
Logo for AEP
Logo for cdfa
Logo for Schwab
Logo for health pilot
Logo for CFP
Logo for Trust & Will