by Zack Swad, CFP®, CWS®, BFA™, AWMA®, AAMS® | Oct 12, 2022 | Financial Planning
Are you looking for an advisor overwhelmed by the sea of people that are out there? Or, are you currently working with an advisor and not sure if they are still the best fit for you? Here is a list of ten questions to ask: 1. Are you a fiduciary? A fiduciary is... 
by Zack Swad, CFP®, CWS®, BFA™, AWMA®, AAMS® | Aug 26, 2022 | Financial Planning
Introduction Learning the principles of investing is important at any age. They say it is never too late to start investing but there are a million reasons ($$$$) to teach these principles to your children as early as possible. While teaching financial... 
by Zack Swad, CFP®, CWS®, BFA™, AWMA®, AAMS® | Jul 12, 2022 | Financial Planning
“Life Isn’t Determined By The Cards You Were Dealt But How You Play Your Hand”Isaac Breese Have you ever seen a person with all the money in the world that wasn’t happy? How about a person with very little that is calm and content? There are many studies that show... 
by Zack Swad, CFP®, CWS®, BFA™, AWMA®, AAMS® | May 30, 2022 | Financial Planning
What is a my Social Security Account? My Social Security is a personal account where individuals can view their Social Security Statement online. The account gives you access to a benefits estimator, your personal earnings history, and other tools. ... 
