Month: June 2016

Financial Bites for Baby Sharks: How to Save Money and Get What You Want

By Drew Hefflefinger, CFP® Saving money is initially stressful, uncomfortable, and can lack direction. By understanding what you want, reviewing your spending behavior, and taking action you can learn to cut the fat, save, and accomplish big goals.

Coffee Talk Review: Lawyer’s Guide to Purchasing Malpractice Insurance

By Drew Hefflefinger, CFP® Business risk is a constant threat to entrepreneurs and if not managed properly can lead to disaster. By having a plan in place that addresses these risks the business owner can feel confident about the sustainability

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