Digital Asset Estate Planning: Get Your Online Affairs in Order
What happens to your digital accounts such as social media, photos, or email when you die? That’s where digital asset estate planning comes in.
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Author: Becky Bell, CFP®
Chairman’s Letter – Spring 2021
The past twelve months represent one of the most eventful periods Americans have experienced, from volatile economic and market headlines to impeachment of our former President, to a nail-biter election and a second impeachment.
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CFM Service Day Spotlight: Cornerstone Ranch
CFM Service Day Spotlight: Cornerstone Ranch Giving back has always been important to the CFM...
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Planning for Maximum Charitable Impact
Like retirement or college planning, maximizing one’s charitable impact is a matter of personal reflection and professional analysis.
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What is a CFP® Professional?
You’ve seen the letters after advisors’ names, you probably know someone with the credential, but what’s it really mean?
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