by Ralph Bender, MBA, CFP® | Featured – Blog, Financial Plan
Times to call your financial advisor Most of us go to see professionals when we’re in trouble or during times of crisis. Think about it. We go to the doctor when we’re sick. We go see a lawyer when we have a pending legal matter. We go see a counselor when we’re...
by Ralph Bender, MBA, CFP® | Lifestyle, Retirement
Women face unique financial challenges and need to proactively plan As we witness a societal shift with more women taking control of their financial health, it’s clear that financial empowerment is no longer a men’s only domain. This is crucial, especially...
by Ralph Bender, MBA, CFP® | Financial Plan, Retirement, Technology
The integration of tech can amplify the capabilities of financial professionals As investors navigate the dynamic landscape of the financial markets, they find themselves at the intersection of cutting-edge technology and traditional expertise. The advent of...
by Ralph Bender, MBA, CFP® | Beneficiary, Estate Planning, Featured – Blog
An executor of an estate or trust plays a pivotal role in the legal system, especially when dealing with the responsibilities and tasks related to a deceased person’s property and financial matters. The executor acts as the manager and guardian of the estate,...
by Ralph Bender, MBA, CFP® | Featured – Blog, Protecting Family Money
Who doesn’t remember their first job, receiving your first paycheck, and even applying for and using a credit card for the first time? Access to money provides a sense of freedom and the ability to buy things you want with your own money. For many of us, we find it...
