Mark Fonville, CFP®5 minFinancial Planning Helps Married Physician Boost Peace of Mind [Case Study]A married physician is planning to retire and prepare for the future of his three children with his spouse. Read the case study.
Katherine Fonville6 minCreative Questions To Ask Your Financial Advisor About Your Year-End PlanYear-end planning helps you stay ahead. Here are 6 questions to ask your advisor in a year-end planning meeting.