Author: Daniel Shahwan

Thinking Ahead: Long-Term Care Options

Thinking Ahead: Long-Term Care Options

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...
Decoding Crypto: Know Before You Go

Decoding Crypto: Know Before You Go

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...
What is a CFP?

What is a CFP?

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...
The Rental Lifestyle vs. Homeownership

The Rental Lifestyle vs. Homeownership

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...