Making Your Life Plan a Reality

Making Your Life Plan a Reality by Eric Coffman, MBA, CFP®, CKA®, AIF® Many folks view the financial planning process as creating a budget, crunching numbers and reviewing a bunch of charts and tables.  Let’s not forget discussing things like 401(k)s, Roth IRAs and...

Elite Advisor Spotlight – Michael R. Kura

Elite Advisor Spotlight – Michael R. Kura Michael R. Kura, RFP, is a recognized Finan­cial Educator, Author, Speaker, Charitable Consultant, and Fringe Benefit Planner. Kura shares his wealth of financial knowledge and over 40 years of experience through...