Chris Price

Wills vs. Trusts: A Story About Love, Legacy, and Doing It Right

Post author:Chris Price CFP®, RICP®, ChFC®, C(K)P®
Post published:July 10, 2026
Post category:Wills/Trust

Learn the difference between wills and trusts, and why Fort Lauderdale families need both for a complete estate and retirement plan.

Saving for a Big Purchase: How to Plan Ahead Without Derailing Your Financial Future

Post author:Chris Price CFP®, RICP®, ChFC®, C(K)P®
Post published:June 10, 2026
Post category:Business Planning Investment Planning Protection Planning Retirement Working with a Financial Advisor

Learn how to save for big purchases without derailing your financial future. Discover budgeting, savings strategies, and smart planning tips.

A CFP® professional helps a client understand her Qualified Domestic Relations Order and plan the next financial steps after divorce.

QDRO Explained: What to Do After Receiving a Qualified Domestic Relations Order

Post author:Chris Price CFP®, RICP®, ChFC®, C(K)P®
Post published:May 13, 2026
Post category:401(k)Investment Planning Protection Planning Working with a Financial Advisor

Learn what a QDRO is, how it works in divorce, and what steps to take next. A simple guide to managing your Qualified Domestic Relations Order.

Asset Allocation Strategies: Building Resilient Portfolios for Every Market Cycle

Post author:Chris Price CFP®, RICP®, ChFC®, C(K)P®
Post published:April 13, 2026
Post category:401(k)Business Planning Investment Planning Market Updates Protection Planning Working with a Financial Advisor

Learn asset allocation strategies to build a resilient portfolio. Optimize risk, returns & long-term growth with expert financial planning insights.

401(k) vs. IRA: Understanding Key Differences and What You Should Do Based on Your Goals

Post author:Chris Price CFP®, RICP®, ChFC®, C(K)P®
Post published:March 10, 2026
Post category:401(k)Business Planning Investment Planning Market Updates Protection Planning Working with a Financial Advisor

Learn the key differences between 401(k) and IRA accounts, contribution limits, tax benefits, and how to combine them for a smarter retirement strategy.