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Chris Price Video YT The Importance of Benchmarking Your 401(k) Plan

The Importance of Benchmarking Your 401(k) Plan (Video)

By Christopher Price, CFP®, RICP®, ChFC®, C(K)P® There are a number of challenges in running a business today. You have to create a great service or product, make sure your marketing and sales are effective, and...
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Chris Price Video YT Common Retirement Mistakes and Ways to Avoid Them

Common Retirement Mistakes and Ways to Avoid Them (Video)

By Christopher Price, CFP®, RICP®, ChFC®, C(K)P® Making decisions leading up to and during retirement can be an overwhelming process. Having a trusted financial professional to review your retirement plan can help you avoid common mistakes—like...
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2023-1_Fiduciary vs. Financial Advisor_ What Is the Difference_

Fiduciary vs. Financial Advisor: What Is the Difference?

By Christopher Price, CFP®, RICP®, ChFC®, C(K)P® Choosing a financial advisor can be a daunting task, as there are many titles and roles in the world of financial and retirement planning. It can be difficult to...
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2022-10_Passing Your Family Business on to the Next Generation

Passing Your Family Business on to the Next Generation

By Christopher Price, CFP®, RICP®, ChFC®, C(K)P® Family businesses are a major component of the U.S. economy, contributing to 57% of the national GDP and employing 63% of the workforce. Yet only 13% are successfully passed...
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Chris Price Video YT Is A Recession Likely

VIDEO: Is a Recession Likely to Hit? How We Watch Over Your Money

By Christopher Price, CFP®, RICP®, ChFC®, C(K)P®Our world is very uncertain these days. No one likes this level of uncertainty, and the markets dislike it even more. Many economic leaders are predicting a recession is in...
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What Florida Business Owners Need to Know About Retirement

What Florida Business Owners Need to Know About Retirement 

By Christopher Price, CFP®, RICP®, ChFC®, C(K)P® There are roughly 2.5 million small businesses in the state of Florida. (1) Small businesses are a powerhouse for job creation and keep our state’s economy booming, supporting about...
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Common Financial Pitfalls of High Income Earners

Common Financial Pitfalls of High-Income Earners

By Christopher Price, CFP®, RICP®, ChFC®, C(K)P® Some people might think high-income earners have it easy when it comes to saving money, but that’s not necessarily the case. Sure, with a higher income you might have...
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Chris Price Video YT What's Going On With Inflation

What’s Going on With Inflation? 3 Reasons Why It’s Here to Stay (Video)

By Christopher Price, CFP®, RICP®, ChFC®, C(K)P® It’s no secret that inflation is historically high right now—we’re watching the value of our money degrade right before our eyes with no clear end in sight. Watch this...
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Is your Money in Too Many Places

Is Your Money in Too Many Places?

By Christopher Price, CFP®, RICP®, ChFC®, C(K)P® How many investment accounts do you have in your household? Three? Five? Or maybe even 10? Whether they accumulated over the years from previous employers or you opened them...
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