by Jen Homewood | Nov 29, 2016 | Uncategorized
Written by Lisa Duggan, CFP, “It’s Your Life” is a great resource for anyone interested in financial planning. Lisa uses her story to illustrate the financial planning process and goes in-depth on all the facets that a good financial planner covers with their clients....
by Jen Homewood | Nov 15, 2016 | Uncategorized
As the world becomes more socially and environmentally aware, people are beginning to look more seriously at ethical investments. Growing numbers of investors are starting to ask more detailed questions about where and how money is being made, and often actively seek...
by Jen Homewood | Nov 1, 2016 | Uncategorized
In a world that’s becoming increasingly based on digital information the idea of going paperless has its benefits, but what do you really need to know to make the transition, and how do you decide if it’s the right solution for you and your business? A paperless...
