Archive for June 2014
This is Why We Plan
Plan with the ‘why’ in mind– this is my new mantra and if you’ve ever had a difficult time reaching one of your goals, maybe it should be yours too. So many times in our lives, we focus our energy on the process or the ‘how’ of planning–for instance, “how am I going to…
Read MoreDana Gailan earns his CFP(R)
Dana Gailan has received the Certified Financial Planning (CFP) designation. To earn this designation, an individual must meet education, examination, experience, and ethics standards established by the Certified Financial Planners Board of Standards (CFP Board). Find out more about the CFP marks here. Congratulations Dana on this great accomplishment!
Read MoreMistakes When Making Your Deferred Compensation Elections
You know the drill—every year the same difficult, complicated decisions about your Deferred Compensation must be made. How will you receive it? Over how many years? Averaged out or all at once? And once you make this decision, you are stuck with it. What we see most often is the decision being delayed until the…
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