By Paulette C. Pasquale, CFP® Whether by choice or chance, women are more likely to manage their own financial affairs and plan independently at some point in their lives. It is no secret that women outlive men, on average by six to eight years. There is also an increase in...
What is it and why do it? Succession planning is a proactive, strategic approach that allows an owner to exit their business on their own terms. Not all businesses are created equal, and one of the more common misconceptions we’ve seen business owners have is related to the time frame...
A Health Savings Account, more commonly referred to by its abbreviation HSA, is a type of savings account that allows you to set money aside for qualified medical expenses and reduce your taxable income. Not everyone is eligible to have an HSA (not everyone should) and it does come with...
Fee-Based Planning offered through W3 Wealth Advisors, LLC, a State Registered Investment Advisor. Third Party Money Management offered through Valmark Advisers, Inc., a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. W3 Global Accounting provides only tax and accounting. W3 Financial Group, LLC, W3 Wealth Management, W3 Wealth Advisors, LLC, and W3 Global Accounting are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc. Form CRS
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
