FINANCIAL CONSULTANT BLOG: ADVICE, TOOLS, AND RESOURCES.

Most folks don’t. Are you most folks? A goal for many people is to try to save 15% of their income. You may or may not be able to do that...

Do you have a “financial personality” and is it important that you know? According to some financial planners, credit counselors, and...

Until recently, concerns about cybersecurity were largely limited to IT departments. But over the past decade, and especially in the past...

Well-Planned Financial, LLC is a fee-only financial advisory firm providing financial education and financial coaching services to Gen X...

Philip Swann is the Principal and Founder of Well-Planned Financial, LLC, a fee-only financial advisory firm. Philip provides services to...