Paulo Lopes is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Woodmont Financial Partners LLC in Mesa, AZ and the surrounding communities.
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As more Baby Boomers approach their Golden Years they are faced with a plethora of challenges. Especially for those with greater resources, the...
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Making sensible financial planning decisions after the loss of a family member or personal friend can be quite a challenge.If designated to...
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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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Try to boost your retirement savings goal up to 20 percent or more of your income. Workers age 50 and over can invest extra dollars into their...
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It is no secret that college costs have been increasing faster than the rate of inflation for several decades. According to College Board’s “...
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Budgeting is one of the first great lessons of personal finance, yet relatively few people are taught the basics of creating one. Or if they’re...
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Sometimes life doesn’t go according to plan, and sometimes what we’ve set aside for retirement must be used earlier than expected due to a job...
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Do you have a stack of U.S. Savings Bonds stashed under your mattress or in a safe deposit box that you’ve been collecting since childhood? You...
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A sudden death or serious illness in the family can knock spouses and other family members for a loop. If the primarybreadwinner dies, what...
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Early key moves and decisions can make a difference between surviving financially until you're successfully employed again – perhaps even...
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