by Almeda Almaguer | Jul 10, 2024 | Financial PLanning
Combining two lives requires compromise and difficult conversations, especially about money and financial planning. A certified financial planner in Costa Mesa, CA, can help couples meet their financial goals by providing an outside look at their finances. Here are...
by Almeda Almaguer | Nov 17, 2023 | Financial PLanning
Financial planning is important to anyone who wants to retire one day, and people who use professional financial consultants usually are much more financially comfortable come retirement time. If you’re a busy professional such as a doctor or lawyer, finding an...
by Almeda Almaguer | Feb 23, 2023 | Financial PLanning
Discussing the differences between advisors who are fiduciaries and those who are not can be confusing. Fiduciary advisors are required by law to act in the best interests of the client. They are mandated to operate using a fiduciary standard. Fiduciary advisors must...
by Almeda Almaguer | Jul 26, 2022 | Financial PLanning
Anyone who wants to have a secure future should consider getting financial planning services. Financial planning services in Mabank, TX can help you create a budget, save money, invest wisely, and plan for retirement. Here are four specific ways that a financial...
by Almeda Almaguer | Aug 27, 2021 | Financial PLanning
The future seems so distant. Even next week might seem like this far away time. But the reality is that those days, months, and years will go far quicker than you realize. Far too many people are ill prepared financially for the future. Part of remedying the situation...