Kaitzev Wei is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Financial & Taxation Services Inc. in Auburndale, MA and the surrounding communities.
If you’ve ever watched Steve Jobs 2005 Stanford Commencement Speech, you will likely remember the poignant description of his morning ritual in...
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Is financial infidelity really “the new normal1?” With 31 percent of couples who share finances indicating that they have been deceptive about...
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A 529 plan is a savings plan that allows individuals to save for a beneficiary’s college expenses. Invested funds grow tax free and, provided...
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A number of recent surveys indicate that many people no longer view 65 as a realistic retirement age and believe that they may find themselves...
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Money might not be the best topic to introduce on a romantic evening, but it’s the talk you must have before you load up the moving van or take...
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Whatever Holiday you and your family celebrate this time of year we at the Financial Planning Association wish you a joyous Holiday Season. For...
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Camera, sunscreen, golf clubs, a good book — when it comes to vacation necessities do not forget to bring along your wise spending habits. They...
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Keeping in perspective that 65 percent of remarriages will involve kids from a past marriage,1 you should devise and implement an estate plan...
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Striving to improve our lives is part of being human. We all have things, personal and professional, we want to accomplish, goals we want to...
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The training starts when we are very young. There is no class, no teacher, and no textbook. There is no exam, but we all get an “A.” We...
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