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401k Loans: A Good Idea, Or Costly Mistake?

Have you ever wondered about the pros and cons of taking a 401k loan? This article addresses how it works and what you should be aware of before taking a 401k loan.

Questions To Ask When Engaging A Financial Advisor

So, you think that you would like to hire a Financial Advisor? Just knowing that you could use some help accomplishing your goals is a great start. Are you leaving a job either by choice (such as retirement), or not by choice (such as a downsizing or an early retirement package offer), and are wondering …

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Advisory Services offered through CS Planning Corp, an SEC registered investment advisor.

1560 E. Southlake Blvd. Suite 100
Southlake, TX 76092

Advisory Services offered through CS Planning Corp, an SEC registered investment advisor.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Advisory Services offered through CS Planning Corp, an SEC registered investment advisor.

1560 E. Southlake Blvd. Suite 100
Southlake, TX 76092

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