Written by Mark Essenfeld, CFP®. When I was quite young, the next-door neighbors were Mr. & Mrs. Hansen. I didn’t know their first names as kids addressed adults Mr. & Mrs. at that time. It seemed to me that Mr. & Mrs. Hansen were really old, probably...
Retirement Plan Specialist, Sean Romero, found his passion for financial planning after spending 8 years as an educator in Edinburg, Texas ( Rio Grande Valley). He taught 7th grade math for 5 years and then went on to teach high school math for 3 years. For Sean,...
A good financial plan addresses a number of financial aspects: goals, savings, investments, taxes, insurance, and estate plans. Your financial plan will be a snapshot in time that predicts your retirement savings and income based on your current behaviors. At the end...
With over 17 years of experience helping people understand the impact of their current financial situation, Marks is a proud addition to the TCG team. Mark focuses on the clients future aspirations, resulting in the development of creative, customized strategies...
Following the recommendations of our elected and government officials to stay home and stay safe has provided the opportunity for many of us to spend more time with family. Whether it is going on walks, playing board games, watching movies, or simply just enjoying...
