Cathy Wagner is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wagner Advisory Group in Palm Harbor, FL and the surrounding communities.
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Many people plan their finances as if they’ll never be sick a day in their lives. Yet the cost of a serious illness is all it takes to...Read More >
There are many challenges when you lose your job, including what to do with your 401(k) plan. This article outlines some of the things you...Read More >
This checklist is the second in a two-part series regarding times when it is appropriate to review insurance coverages. Last month’s list...Read More >