Published Articles
Rooted Planning Group shares their vision for changing the profession and “leveling” up the firm: Advisors hire next-generation talent to thrive. Here’s how some practices have already done it - CNBC by Lorie Konish
I "jammed" out with Staff Writer Tiffany Connors at The Penny Hoarder about the "8 Financial Aid Questions Along With You on Your Campus Tour." Are you planning a campus tour this Spring? Print this list and take it with you:
FINANCIAL PLANNER KATE WELKER PASSES CFP® EXAM
Kate Welker, a planner at Irvine Wealth Planning Strategies, passed her Certified Financial Planner exam and is now eligible to use CFP® credentials.
How to help your kid get a credit card in College
Americans die with an average debt of $62,000. Here are some ways to manage that debt before it's too late.
BY CLAIRE TSOSIE, NERDWALLET
Be Financially Prepared for an Illness or Layoff
There are several steps you can take to financially survive a layoff or illness.
10 Steps in the Ultimate Financial Fitness Plan
Here are several tips for getting your financial plans in better shape.
Should I Invest My Savings or Pay off Debts?
Is it better to pay off debt, or just pay the minimum and invest at the same time?
Hiring an Advisor? Here's What You Need to Know
Hiring a financial advisor can be an important step in your financial journey. Just make sure you understand who they are and what they do first.
4 Easy Steps to Create Your Own Budget
Here's an easy way to approach starting a budget. Creating one will make you feel rewarded as you decide where to spend your money.