Looking for a Financial Planner? The Go-To Website Often Omits Red Flags - WSJ

Many people seeking a financial adviser begin their search at LetsMakeAPlan.org, a directory operated by the Certified Financial Planner Board of Standards Inc.The Board, which controls the CFP label…


A Financial Plan can Put Your Mind at Ease - or Provide you that Necessary Wake-UP Call

 Your Financial Planning Advocate | Alpha Wealth Funds   Monday the 15th has finally come and gone which means your tax stress is gone too!  Well hopefully, unless you filled IRS Form 4868…


April means it’s Tax and IRA Season: don’t pay the government when you can pay yourself.

Mapping Retirement | Alpha Wealth Funds nbsp; April means it’s Tax and IRA Season: don’t pay the government when you can pay yourself. It’s April 1st and that means a few things.  First, spring has…


How to Choose a Financial How to Chose a Financial Planner

Chase Thomas CFP®  Tips Look for a financial adviser who is a certified financial planner (CFP). They're licensed and regulated, plus take mandatory classes on different aspects of financial…