The Power of Financial Planning

The "Power of Financial Planning" white paper addresses:

  • The definition of financial planning
  • The benefits of financial planning
  • CFP® certification requirements
  • Financial designation ambiguity
  • Eight traits to look for in a financial planner
  • Distinction between investment management and financial planning
  • CFA charter requirements
  • Diversified cruise control
  • Applying the wisdom of Charles Munger: “febezzlement”

Reverse Mortgage

The "Reverse Mortgage" white paper addresses the features of reverse mortgages, factors that impact the amount for which a borrower is eligible, qualification criteria, and stories from real-life experiences.