Resources

Give your spouse peace of mind with proactive end-of-life financial planning. Learn how to organize documents, update key records, and create a step-by-step checklist for a smoother transition.

Marti Awad CFA, CFP®, senior vice president and financial advisor at Wealth Enhancement Group was quoted in “What is Coverdell Education Savings Account and How Does it Work?”

Marti Awad CFA, CFP®, senior vice president and financial advisor at Wealth Enhancement Group was quoted in “What is Coverdell Education Savings Account and How Does it Work?”

When two people with different ideas about money and investing get engaged, financial planning can become a delicate issue. For example, if one is a saver and the other is a spender, how you handle money can become a source of conflict.

When two people with different ideas about money and investing get engaged, financial planning can become a delicate issue. For example, if one is a saver and the other is a spender, how you handle money can become a source of conflict.