Tag: Financial Advisor

Your Year-End Financial Checklist

Another year is almost in the books, which means now is a good time to make sure your financial situation is in order prior to ringing in the New Year. Sifting through the numerous financial deadlines and planning opportunities coupled with the busy holiday season can be a bit stressful. To simplify year-end management of […]

Women and Wealth: The Unique Financial Needs of Women

Q&A with Capital Advantage Senior Financial Advisor Donna Zinman, CRPC® Over the past 25+ years that I’ve been working in financial services, I’ve noticed differences in women’s financial planning needs and approaches to investing versus men. Women’s roles in the home and the workforce have changed significantly from my mother’s era, when the traditional role […]

Top Tips for Choosing the Right Financial Advisor

Finding the right financial advisor at this stage of your life that can answer those questions for you is critical. Can you afford that dream trip or helping your grandson through college? How do you maximize what you have now for your long-term plans? We asked Ian Castille, CFP®, to give us some tips on […]