David Romagosa is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association. Serving clients at Summit Financial in Lafayette, LA and the surrounding communities.
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Saturday we had Financial Planning Day in the Twin Cities. Nationally, there will be Financial Planning Days in 31 cities during the month of...
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Successful estate planning takes not one generation, but two. The first generation needs to make a clear, sensible plan and the second needs to...
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When thinking about one’s estate and the planning that goes along with it- many times we only think of the tangible assets. We consider the...
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Did you know that many public employees are starting to retire much earlier than society’s traditional age of 65? In recent years, this is...
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Graduation time is rapidly approaching. While this can be a hectic period of adjustment for college graduates, there is one graduation issue...
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Maybe it’s not a word, or even a real disorder but I’m telling you it is TRUE…I have “start-itis.” You may know (or even have) the symptoms:...
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“Retirement” is different now than it was for previous generations. Retirees used to be able to count on a solid pension, full healthcare...
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In a recess appointment on January 4th, President Obama appointed Richard Cordray as the first director of the Consumer Financial Protection...
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It’s that time of year again when you are besieged with a blizzard of paperwork. Documents such as a W-2, 1099DIV, 1099R, 1099B, 1099INT, K1...
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I’ve been thinking a lot recently about financial planning.Now, you’re probably thinking something along the lines of, "As a financial advisor,...
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