Carlos Alvarez is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Charles Schwab & Co. in Winter Park, FL and the surrounding communities.
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As financial planners, we are sometimes called on to assist with some of the sadder events in life – for example, death, disability and divorce...
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One of the best Valentine’s gifts you can provide your loved one is financial safety and security. Perhaps you have heard the “Pension Pickle”...
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If the financial crisis of several years ago taught us anything, it is that the traditional stocks-bonds-and-cash investing model may no longe...
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Last Updated: October 5, 2009 People frequently misunderstand the purpose and benefits of financial planning. They think it's only about...
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Making sensible financial planning decisions after the loss of a family member or personal friend can be quite a challenge.If designated to...
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How can you prepare and guide your children with their money management responsibilities before they leave for college and pursue their...
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This week is Thanksgiving, my favorite holiday of the year. My day will kick off running 10k with thousands of my closest friends in Cincinnati...
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If personal finance education was mandatory in our schools, would the nation face the perilous economic problems it faces today? It’s a good...
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Part IV: Property Ownership, Titling and BeneficiariesMost people have the misunderstanding that it's their will that dictates how property is...
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For many, the phrase “retirement planning” has become limited to the planning done in the years leading up to retirement. When you consider...
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