Articles

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...

January 25, 2023

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...

January 25, 2023

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...

January 24, 2023

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...

October 17, 2022

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...

September 26, 2022

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...

August 30, 2022

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...

August 2, 2022

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...

August 1, 2022

Managing money across multiple financial accounts

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...

June 21, 2022