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Lia Bertelson

Paying for college soon?

I attended a webinar yesterday hosted by Joe Messinger, CFP®, ChFC®, CLU®, co-founder of Capstone College Partners. He and his company provide expert advice and

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Lia Bertelson

Are you on F.I.R.E.?

Have you noticed the significant uptick in the number of articles in the past few years about young people who save 60+% of their income,

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napfa
Lia Bertelson

New Membership in NAPFA

We are proud to have joined the National Association of Personal Financial Advisors (NAPFA). This organization of fee-only financial planners requires an ethics oath and

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