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July 2019

Comprehensive Services: What ‘Services’ Does It Include?

July 31, 2019 | Jason Speciner
What does “comprehensive services” mean? It depends on the financial planner. Let me explain what’s included in the comprehensive services package I offer new clients here at Financial Planning Fort
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Reg BI

What Does the SEC’s ‘Reg BI’ Ruling Mean?

July 24, 2019 | Jason Speciner
What is the U.S. Securities and Exchange Commission’s “Regulation Best Interest” ruling? And what does Reg BI mean for you as an individual investor? Get the details — and learn
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Social Security

Back to Basics: Social Security

July 17, 2019 | Jason Speciner
How does Social Security work? How much will you receive? And when should you start taking benefits? If you have Social Security questions, you’re not alone. Read on to learn
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Credit card

Money Is Cheap Most Places … Except Your Wallet!

July 10, 2019 | Jason Speciner
With low interest rates available for mortgages and auto loans, why are credit card rates still so high? Some possible reasons as well as how you can make the best
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Tax Planning

Back to Basics: Tax Planning

July 3, 2019 | Jason Speciner
Happy Independence Day! While tax season may seem like a distant memory for those haven’t filed extensions, July can be a great time to check in on your tax situation
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