David Romagosa is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Cornerstone Financial Group, Inc. in Lafayette, LA and the surrounding communities.
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You have all your tax documents in front of you and they look much the same as in prior years except for the report from your broker on those...
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If you have been following your bond investments recently, you may have noticed that after a nice, steady increase in values, most bonds have...
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The transition from college to full-time employment can be a chaotic one. It means the end of one life-phase and the beginning of another — a...
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Money fantasies are nice. Some of them even come true – unexpected inheritances, yearend bonuses and yes, in even one in several hundred...
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For many, the decision to get out of debt is preceded by weeks, months or possibly years of worry about these obligations. But it’s important...
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Most people consider the Morningstar Style Box, the ubiquitous 9 square grid seen all over financial publications, as the entire spectrum of...
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Last Updated: October 5, 2009 People frequently misunderstand the purpose and benefits of financial planning. They think it's only about...
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Tax season has a way of turning even the most diligent deadline-sticklers into big-time procrastinators. But, with April 18 fast approaching ...
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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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Most of what we, as taxpayers, understand about taxation comes from our focus on taxes and how they affect us either individually or as a...
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