Sometimes two is better than one, and that’s the philosophy at Foster and Motley, where financial planners and investment managers work side by side with you.
In this episode, David Nienaber, MBA, CPA, CFP®, and Ryan English, MBA, CFA, CPA, CFP®, discuss how their dual-advisor approach helps ensure their advice truly is personalized to each client’s unique circumstances and goals.
David and Ryan share more about:
How financial planning and investment management are different but complementary professions
The Power of &
Ways the dual-advisor approach benefits the client
Have you considered opening up a 529 account? There may be more to consider than you realize!
In this episode, Nick Roth, CFP®, will help you understand some of the general rules and benefits behind 529 accounts. He also shares the impact that 529 accounts can have on an individual’s eligibility for financial aid.
Protecting yourself in today’s world is more important than ever. Being proactive in developing security habits can give you a sense of comfort when it comes to your financial data.
In this episode, Emily Diaz, MAcc, CPA, CFP®, provides some reminders about ways to protect your information and shares new resources that are available to help increase the security of your financial information.
Emily shares more about:
Three important practices for protecting and securing your financial data
Tips for protecting your sensitive data when using the internet
Tricks for protecting your hard copy financial data