The Top 5 Mistakes to Avoid When Selecting a Financial Planner
By being aware of these common pitfalls, you can make better-informed decisions and find the right financial planner who aligns with your goals.
Insights
Insights
Plain-language articles on planning, investing, and taxes from a fee-only fiduciary firm.
Beginning the Business Succession Process: A Guide for Business Owners
While your day-to-day focus is on running your family business, it's important to keep an eye on the future as well.
Maximizing Social Security Benefits
When to claim, how spousal and survivor benefits work, and how earnings and taxes affect your Social Security check. A guide to getting the most from the program.
Personal Index Portfolios: Of Sin Stocks and Cannabis
As more states legalize marijuana, it is important to be aware of the impact.
Navigating the Financial Planning Landscape: Comparing CFP and Registered Life Planner® Designations
CFP and Registered Life Planner (RLP) designations both cover financial planning; they differ in focus. What each requires and why Ryan Firth holds both.
Retirement Planning in the Oil and Gas Industry: A Comprehensive Guide
As a professional in the oil and gas industry, you likely enjoy a stable income and have accumulated significant assets over the years.
Talk with a CFA and a CPA/PFS, CFP® about your situation
A free introductory meeting, no obligation. Financial planning is included as part of the investment management fee, so there is no separate planning charge.