by Daniel Shahwan | Nov 10, 2023 | Wealth Management
While often overlooked, long-term care planning can be among the most crucial elements of a comprehensive financial plan. Exploring the various types of long-term care with a financial planner helps create informed decisions that align with unique needs and...
by Daniel Shahwan | Nov 2, 2023 | Investments
A rapidly evolving investment is blurring the line between foreign currencies and securities. Cryptocurrency, shortened as “crypto,” is a currency much like the US dollar. Many speculators trade it like stock, leading many others to join the trend. Consulting with a...
by Daniel Shahwan | Oct 4, 2023 | Financial Advisor
The Certified Financial Planner (CFP) title is a prestigious designation of expertise in many areas of personal finance. Financial planners with a CFP are best equipped to design comprehensive, advanced plans. The Designation People with a CFP can specialize in many...
by Daniel Shahwan | Sep 19, 2023 | Wealth Management
The idealized world where sudden expenses don’t lead to financial ruin exists, and it’s called the emergency fund. Having an emergency fund is prudently preparing for unexpected events and the loss of income. Financial confidence starts with a straightforward...
by Daniel Shahwan | Sep 13, 2023 | Asset Management
Choosing between renting and buying a home stands as a cornerstone decision that can shape your financial future. With financial stability and personal aspirations in mind, exploring these routes involve a few critical considerations. Renting Considerations Renting a...
