FINANCIAL CONSULTANT BLOG: ADVICE, TOOLS, AND RESOURCES.

Recently I had a troubling phone conversation with a young woman who is not a client, but who I think possesses a mindset created by the...

If you are new to investing or want to become a savvier investor, it’s important to learn the difference between different types of...

This month the Greater Augusta Regional Chamber of Commerce featured Well Planned Financial in their “Small Business Spotlight” monthly...

Whether you’re motivated by cost savings or have a desire to save the planet, every homeowner can benefit from learning new ways to make...

“The human capacity for burden is like bamboo – far more flexible than you’d ever believe at first glance.” – Jodi Picoult Life is...

Becoming a confident investor starts with having foundational knowledge about how the market works and what your investment options are....

Self-employment comes with a lot of perks, but a company-sponsored retirement plan handled by the human resources department typically...

We are living in very uncertain times. Our country and specifically our healthcare system are dealing with COVID-19. Our thoughts and...

Do you ever look at your bank account balance and wonder where all your money went? You might not be earning as much as you would like,...

Even if new to investing, you are likely familiar with one of its most basic principles: ‘Don’t put all your eggs in one basket.’ The...