Category Archives: Financial Planning

By Jeremy S. Mitchell, CFP® When considering retirement, many have a “magic number” in mind that they believe will permit them to retire well. The reality is that retirement success cannot be assured by having accumulated a certain level of wealth. Rather it requires both ongoing monitoring of current spending and identifying and planning for […]

“Certified Financial Planner” – what does that title really mean? When you search for a financial advisor, it means everything. Let me explain why the CFP® designation is so important. Today, the financial world is full of credentials and designations. Some are respected, some aren’t. The CFP® designation is easily the most respected. You really […]