CLICK HERE TO DOWNLOAD THIS CHECKLIST! Andrea L. Blackwelder, CFP®, ChFC, CDFA® and Joseph D. Clemens, CFP®, EA are the founders and partners of Wisdom Wealth Strategies. Their shared passion is simple: to bring financial empowerment, understanding, and …
Year-End 2021: Six Money-Smart Ideas
Look quick, because another year has rounded third base, and is dashing toward home plate! That said, there’s still time to make a few good plays in 2021, while positioning yourself to score more in the year ahead. Here are six financial best practices for the record books. 1. Keep Your …
DOWNLOAD THIS CHECKLIST: What Issues Should I Consider for My Aging Parents?
If you find yourself feeling overwhelmed with upcoming decisions you might be facing as your parents age, this helpful checklist is a great start to keeping you organized. Download the checklist below! Andrea L. Blackwelder, CFP®, ChFC, CDFA® and …
