by ltrfinancial | Jul 25, 2019 | CFP, Estate Planning, Investments, Tax Preparation
When searching for a Certified Financial Planner (CFP®), it is best to make sure you find one who can offer the most complete holistic wealth management services. Many professionals specialize in one area like investment or estate planning but will not be able to...
by ltrfinancial | Jul 2, 2019 | CFP, Life Savings, Retirement
Each one of us need to start planning for retirement one day or the other. Things like- I won’t have regular monthly income, Will I get a pension?, How will I live with a lump sum?, etc. will undoubtedly need to be answered for a retirement plan to be successful....