Archie Ponce is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Optima Asset Management Inc. in Dallas, TX and the surrounding communities.
Last month we looked at several common investment abuses, such as misrepresentation, unsuitable recommendations, and excessive trading. Now we...
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If you suspect that you have a credit problem, you can check your credit by ordering a credit report from one or all of the three major credit...
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Make a list of financial issues that will need to be addressed in the coming weeks and months, and focus on those actions that you must take...
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When it comes to building a solid and comprehensive financial plan, it's critical to get a sense of your tolerance for risk. Most tools that...
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Owning a home has long been part of the American Dream. But given today’s economic realities and the risks associated with real estate...
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Are you living paycheck to paycheck? Do you have your fingers crossed that you can dodge yet another month without a financial crisis that...
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It’s almost impossible to open a newspaper these days without reading about your retirement “number.” That is, the amount of money you need to...
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Basic economics states that you may do one of four things with money: save it, spend it, invest it, and give it away. Americans have no trouble...
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Whether you or a loved one are going for a scheduled hospital stay, don't stop with your doctor's orders – get your financial orders in place,...
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Camera, sunscreen, golf clubs, a good book — when it comes to vacation necessities do not forget to bring along your wise spending habits. They...
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