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Legal and Financial Planning for Alzheimer’s | Herzog Law Firm Estate Planning Documents Everyone Should Have to How to Qualify for Medicaid with Income Spend-down

To illustrate the differences of financial planning and management in the past compared to present day, we’ve created an infographic.

Research conducted this year found that ‘finding and keeping people’ was one of the top three worries keeping advisers up at night. How can we shine a light on financial planning as the dream job it is?

Money Concepts – Revolutionizing Financial Planning Through Committed Benevolent Interest

Speak to one of our representatives, or contact us online, and we will show you the potential of your financial capabilities. We’ve been helping business in ...

By Scott Hamilton If you struggle with procrastination when it comes to organizing your finances, you’re not alone. Whether it be insurance planning, filing taxes, or putting together an estate plan, most people don’t find the nitty-gritty of financial planning the most exciting of topics. In fact, most people find it overwhelming and boring. And […]

Are you fortunate enough to be in the tiny minority of people who don’t have a financial care in the world? If not, I’ll bet you know that person who, to the best of your knowledge, lacks nothing. There’s no need for financial planning, right? Let's put that notion to the test with this exercise.

Minimize anxiety by adequately planning for your next PCS move. Check out SpouseLink’s financial planning tips to make relocation easier.

I’m sure you have heard the old story about the rich man who died. One friend asked, “How much did he leave?” to which the other friend replied, “All of it.” This is the ultimate fact of life. No m…

Many financial planners are members of the Certified Financial Planner Board of Standards (CFP). The CFP Board is the professional body for financial