Michael Mortenson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Keystone Private Wealth in Palm Desert, CA and the surrounding communities.
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When planning for retirement, most people focus on saving, and rightly so. Having enough money to fund your retirement dreams is a key element...
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Creating a balanced financial life is a lifelong process. As soon as you get one thing straightened out, it seems like another issue pops up...
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The economic news of late does not seem supportive of a rapid economic rebound. In fact, for a growing number of individuals there is concern...
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It seems most people are unaware of basic budgeting techniques. When these guidelines are followed, they can help individuals create a good...
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Adopting a child is one of the biggest decisions you may ever make. It can also be a shockingly expensive decision that will have a huge effect...
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You can’t take your money with you, but you sure can determine who will get it and, in some cases, how they will receive it.One item you may...
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It is believed that estate planning and deciding how your valued assets will be handled after you die is only for wealthy people with a large...
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A recent study done by Financial Finesse reveals that women lag men in many vital areas of financial planning, most notably falling behind when...
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In the melting pot that is today’s America, would you believe that “traditional” husband-and-wife family households are now in the minority,...
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In the top few responses most people give when you ask what they know about investing, “it’s important to be diversified” is right up there...
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