by Todd Burkhalter | Nov 18, 2013 | Education, Financial Planning, Uncategorized
Spending my career in the financial services business has afforded many great opportunities, frankly I believe it is one of the greatest careers one could choose. However, over the years I have seen it done well and sometimes not so well! Being allowed to write for...
by Todd Burkhalter | Jul 22, 2013 | Education, Financial Planning
How much do I need to save to_____________? One of the most common questions that an advisor receives. So you can fill in the blank with ideas like Retire, purchase our first home etc. etc. It is great to know what the math is behind your goals, but as astute advisors...
Recent Comments