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 …
Incorporating “You” Into Your Investments
Who are you, and what is your money about? Decades ago, the universe of investment choices for main street savers was much more limited. Thanks to technology and innovation, you now have tens of thousands of options from which to choose. The challenge is to winnow down the options to those that fit …
An Important Reminder: Protect Yourself from Financial Scams and Identity Theft
Financial fraudsters are after your assets. Identity thieves want to steal your personal information so they can commit financial fraud by posing as you and breaching your security. Young or old, wealthy or poor, online or in person … Nobody is immune from financial scams and identity theft slams. …
