Estate Planning
Estate Planning Basics: 4 Must Have Docs
Each year we hear about celebrities, loved ones, and friends that die without the estate planning basics in place. It is a fact that nearly
April 19, 2019
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Case Studies
Case Study: Fifteen Years Until Retirement with No Plan in Place
In “Creating Wealth to Walk Away” we outlined the 5 Common Mistakes made by busy professionals that prevent them from taking control of their money
March 30, 2019
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Retirement Education
Pension Crisis: When the Pension Promise is Broken
How bad is the pension crisis? In a recent WSJ article, one of the nation’s largest pensions (CalPERS) is in for another strategy shift was
March 25, 2019
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Winning at Personal Finance
Should I Refinance My Mortgage? It’s More Than Just the Math
Many of us have or will be pitched on a home mortgage refinance as the interest rate environment changes, but I want to give you
January 1, 2019
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Winning at Personal Finance
What is Your Financial Professional — A Broker or Fiduciary?
A Brief History… Over the last several decades the financial services industry has been split into two camps: the broker-dealer community and the registered investment
December 1, 2018
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Dominique Henderson, CFP®
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