Why I became a financial advisor

by Fatima Iqbal, CFP® I’ve always been a planner. My earliest memory of creating a plan was coming home from school in the 2nd grade after a fire escape drill. My family had moved into a new house and I sketched out an escape plan on a sheet of paper, carefully assessing possible emergency scenarios and drawing […]
How to Boost your Retirement Savings

How to Boost your Retirement Savings For many of us, a trip to the grocery store is a constant reminder of how much inflation keeps creeping into our pocketbooks. Add taxes, market volatility, and the rising costs of healthcare and it’s no wonder so many of us are feeling anxious or even overwhelmed when we […]