PODCAST: The Basics of Personal Financial Planning

Learn the basics of personal financial planning from Eclectic's president, David Little. Saving, Investing, Insurance, Estate Planning, Taxes, & Retirement. This presentation was originally given to a local conference in March of 2022.

Financial Planning, Retirement Planning, Investments, Investment Management, Estate PlanningCarl Lachman, MBA, CFP®January 1, 2023Eclectic AssociatesRetirement Savings, retirement income, estate planning, investing, insurance, tax planning

Hire a Financial Advisor or Do It Yourself: What’s Right?

Here are top considerations to help you decide whether to hire a financial advisor or do it yourself.

Financial PlanningAimee Calderon, CFP®December 18, 2019investment management, tax planning, retirement planning, estate planning, insurance planning, fee-only, commissions

How to Use a Donor-Advised Fund for Your Charitable Giving

A donor-advised fund has features that make it attractive, including the tax deduction. Here are tips to use a DAF in your charitable giving plan.