Anyone can call himself (or herself) a financial planner. The term isn’t a license, and many people in the financial services industry call themselves financial planners, financial advisers, financial consultants, and a myriad of other names. How do you know who to trust? The honest answer is that you can’t be sure, but you can…

With identity theft so common, I recently spoke briefly at an event for seniors to talk about ways to protect yourself. Here are the thoughts I shared!

On June 3, 2015, I spoke at the Senior Options Seminar held at McFarlin United Methodist Church. I would like to share some of my key points with you here.

Each month, the Financial Planning Association provides very nice, short articles on a financial planning topic. I thought you might enjoy reading this! You and Your Business: Choosing the Right Form of Ownership The form of ownership you choose for your company can have lasting legal, financial, and tax implications. Here’s a review of some…