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Credit Union Executives Reduce Risk with Financial Planning

On September 2, 2018, Posted by , In Doug English CFP®,Videos, With No Comments

Are you taking too much risk? Your financial plan can help you minimize your exposure to risk. Your personal index can help you understand the risk in your investments and a professional review of your financial documents can highlight areas of risk that have gone overlooked. Are you ready to…

Why Credit Union Executives Need Financial Planning More Than Others

On September 2, 2018, Posted by , In Doug English CFP®,Videos, With No Comments

Certified Financial Planner Doug English discusses how complexity sets credit union executives apart from other employees. Financial planning provides credit union executives with insight and clarity into their benefits packages. Are you ready to see how we can help you reach your financial goals? Contact Us

What to do with your 403(b) or 401(k) when you change jobs or retire?

On August 21, 2018, Posted by , In Videos, With No Comments

What are our clients asking about this week? Trade Wars.

On August 14, 2018, Posted by , In Doug English CFP®,Videos, With No Comments

Money Saving Idea: Qualified Charitable Distributions

On March 29, 2016, Posted by , In Doug English CFP®,Videos, With No Comments

Doug English on Smart Money Matters

On August 18, 2015, Posted by , In Doug English CFP®,Videos, With No Comments

While at a national conference for financial advisors, Doug English, CFP® sat down for a brief interview on the importance of a having financial advisor.