Category Archives: Financial Planning

Why DIY Investment Management Is Such a Risk

Posted on October 8, 2015 by Camilla

Paying attention to the wrong things becomes all too easy Presented by Charles D. Vaughan, CFP® Chartered Retirement Planning Counselor If you ever have the inkling to manage your investments on your own, that inkling is worth reconsidering. Do-it-yourself investment … Continue reading →

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Teaching Your Heirs to Value Your Wealth

Posted on August 31, 2015 by Camilla

Values can help determine goals & a clear purpose  Presented by Charles D. Vaughan, CFP® Chartered Retirement Planning Counselor Some millionaires are reluctant to talk to their kids about family wealth. Perhaps they are afraid what their heirs may do … Continue reading →

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