Bob Reby, CFP®
By Patrick Doherty, CFP®, Updated November 30, 2018
With the holiday season in full swing, it's easy to overlook year-end financial planning items. If you haven't already, now is the time to take action and reduce your 2016 income taxes!
For the past 12 months, I’ve been studying at the American College of Financial Services to earn the designation of Chartered Special Needs Consultant™. I had done financial planning for families with special needs children and adults prior to my coursework, but I have to say, studying the subject beyond my personal experience really opened my eyes to the gap between families’ need for financial guidance on these issues and what they’re actually getting.
By Patrick Doherty, CFP®
In this two-part blog series, we will cover 15 key financial planning questions, developed by CERTIFIED FINANCIAL PLANNER™ professionals, that you can ask yourself to measure your current financial strength and stability. This blog post covers the first 7 questions, and the remaining 8 will be answered next week:
Financial planning isn’t easy, especially when you’re busy with a career, running a family, and/or taking care of a household.