Abacus Planning Group | Financial Advice

« Back

Financial Advice

Understanding your job offer

Eileen M. Stevens

While a large salary may seem like the most important thing for you to consider, the additional benefits offered can …

What to consider when claiming spousal Social Security after divorce?

Olga Connor

It is highly common for everyone to be overwhelmed with all the decisions that need to be made when reaching …

Identity theft tips for the summer and year-round

Cheryl R. Holland, CFP®

The summer travel season is probably when we are all most vulnerable to identity theft. What are some ways we …

What financial documents should you keep, and for how long?

J. Abigail Mason, CFP®

Many of us are not sure how long to retain certain financial records; consequently, we often end up keeping boxes …

What Stage of Change Are You In?

April Benson

Despite what you see when you look at your credit card bills or what you hear when a creditor calls, …

Is your brain playing tricks on you?

Edward W. Kramer, II, CFP®

Let’s start with a simple question: “A bat and ball cost $1.10 together. The bat costs $1 more than the …

Is your jointly-owned property set up correctly?

J. Abigail Mason, CFP®

Many times, two or more people will consider buying property together. And we’re not necessarily talking about couples. Our next …

Viewing page 4 of 9 1 345 6 Last

« Back

insights

Financial Advice

Understanding your job offer

Eileen M. Stevens

While a large salary may seem like the most important thing for you to consider, the additional benefits offered can …

What to consider when claiming spousal Social Security after divorce?

Olga Connor

It is highly common for everyone to be overwhelmed with all the decisions that need to be made when reaching …

Identity theft tips for the summer and year-round

Cheryl R. Holland, CFP®

The summer travel season is probably when we are all most vulnerable to identity theft. What are some ways we …

What financial documents should you keep, and for how long?

J. Abigail Mason, CFP®

Many of us are not sure how long to retain certain financial records; consequently, we often end up keeping boxes …

What Stage of Change Are You In?

April Benson

Despite what you see when you look at your credit card bills or what you hear when a creditor calls, …

Is your brain playing tricks on you?

Edward W. Kramer, II, CFP®

Let’s start with a simple question: “A bat and ball cost $1.10 together. The bat costs $1 more than the …

Is your jointly-owned property set up correctly?

J. Abigail Mason, CFP®

Many times, two or more people will consider buying property together. And we’re not necessarily talking about couples. Our next …

Viewing page 4 of 9 1 345 6 Last

« Back

Viewing page 4 of 9 1 345 6 Last

Our eyes, ears and minds constantly look for what’s new, what’s innovative, what’s effective. We share that learning with each other and with you.