Melissa Sotudeh Receives FPA 2020 Planner of the Year Award
The Financial Planning Association has named Melissa Sotudeh, CFP® the 2020 Planner of the Year!
The Financial Planning Association has named Melissa Sotudeh, CFP® the 2020 Planner of the Year!
Dan Trumbower, CFP® explains how important it is for people to think about the tax environment when deciding where to retire.
Dan Trumbower, CFP® explains why evaluating your insurance this year could be a worthwhile financial resolution.