In this series, financial planning professional and member of the Financial Planning Association®, Jennifer Quigley, CFP®, CASL™, describes the four important steps to becoming a smart investor. This series is designed for beginning investors, but includes a variety of tips that would be helpful for intermediate investors, and includes an overview of creating an investment plan, choosing investments, investing approaches that work and managing your investments.
In this video series, financial planning professional and member of the Financial Planning Association®, Mark Johannessen, CFP® describes the four important steps to surviving a job loss. This series is designed for individuals who recently suffered a job loss and are looking to make the transition more manageable and less stressful. This video series includes an overview of putting a plan into place, understanding severance packages, thinking about insurance and retirement plans and creating a spending plan.