Erickson Braund, CFP®, CRPC®. Eric is the Founder and CFO of Black Walnut Wealth Management with a Finance degree from Hillsdale College. Retirement marks a significant and exciting milestone in a ...
A three-student team from Texas Tech University clinched first place at the Financial Planning Challenge hosted by the Financial Planning Association, Ameriprise, and the Certified Financial Planner ...
How do you plan retirement for a couple who is 10, 15 or 30 years different in age? Retirement planning is personal – no two couples are alike. However, “May-December” relationships pose unique ...
From left to right, Utah Valley University planning students Colten Orten, Siria Trochez, Abby Adams and faculty sponsor Hyrum Smith won their program's third title in the past six years in the ...
Three years ago, Obergefell vs. Hodges upended financial planning for LGBTQ couples, legalizing same sex marriage throughout the United States for the first time ever. It was a momentous change, ...
Everyone’s talking about the CPA shortage, but we should be just as concerned about the estate planner shortage. With record numbers of baby boomers (and boomer business owners) retiring, an estimated ...
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