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Financial Planning

Financial Planning | Learning Library | Reaching Goals | Saving

Planning for College

October 7, 2019 by Donnie Carpenter

Planning for your kids to go to college has always been tricky. In order to save enough to pay for college without relying on current earnings or going too far into debt means starting early, maybe even when your child … Read More

Financial Planning | Reaching Goals

Buying Your First Home (Part 2)

February 11, 2019 by Donnie Carpenter

If you haven’t read the first post about buying your first home, start there, and check out tips from other financial advisors on Redfin. But if you have then here’s a quick reminder of the steps we’ve talked about so … Read More

Financial Planning | Learning Library

What does it mean to be a Fee-Only Planner?

March 19, 2018 by Donnie Carpenter

“Fee-Only” in its purest sense means just that: the financial advisor is ONLY paid by fees paid by the client. Some advisors out there market themselves as fee-only, yet receive other payment for their services, usually indirectly. But even within … Read More

Financial Planning | Learning Library

What is Financial Planning?

February 26, 2018 by Donnie Carpenter

Since I have spent my entire adult life in the financial planning industry, I often forget that many people do not have a clear picture of what financial planning truly is. Why? Because the definition of true “financial planning” is … Read More

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