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How to Avoid Emotional Financial Decisions
By Ed McClure, CFP® Emotions are like a roller coaster. Our financial ups and downs can send us on an emotional ride—but should they…
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Get Covered: Insurance at Every Life Stage
By Ed McClure, CFP® We’re all aware of the importance of insurance and how it offers protection. And we all have different types for…
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Is Debt Ever Healthy? How to Tell the Difference Between Good and Bad Debt
By Ed McClure, CFP®, PPC® While the word “debt” often carries a negative meaning, don’t be misled by its reputation. Undoubtedly, there are risks…
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Why 30 and 40-Year-Olds Need to Care About Investing & Retirement Income
By Ed McClure, CFP®, PPC® When you think about where you want to be in 20 years, many 30 and 40-year-olds will discuss their…
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What Business Owners Can Do With Their Cash
By Ed McClure, CFP®, PPC® Running a business is hard. You have to offer a valuable service, ensure your clients are happy, manage employees…
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Business Owners: How to Design Your Company’s 401(k) Plan Features
By Ed McClure, CFP®, PPC® If your company offers a 401(k) plan to its employees, you may not realize how many options you have…
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Retirement Options for Self-Employed Individuals
By Ed McClure, CFP®, PPC® Retirement is inherently more complex if you are self-employed, simply because business owners have to consider a great number…
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What Every California Business Needs to Know About the CalSavers Program
By Ed McClure, CFP®, PPC® The state of California has mandated that all employers with five or more employees implement retirement plans by June…
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How to have a healthy attitude with your finances
Just like the body thrives on health, so does your life on financial wellness. With that in mind, here are some tips we compiled…
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The 8 Roles of a Financial Advisor
Financial Advisors are guardians of financial wellness and have a vested interest in seeing your retirement savings grow. Read more
