Archive - April 13, 2016

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What Financial Skills Matter in Planning vs. Investing?
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Ten Questions With Spencer Baker

What Financial Skills Matter in Planning vs. Investing?

Taylor interviewed Chad and Perry About Professional Skills.

Taylor Payne, CPA/PFS, CFP®, asks Chad Sander, CFP®, Director of Investments, and Perry Moore, CBEC™, CFP®, MBA, Director of Wealth Planning, important questions on why Skills Matter to your financial life planning and living your best life.

What does the investment department do and what skills are required?

Chad: Our investment team members are credentialed professionals. Bethany is a CFA® charter holder, Taylor and I (Chad) are CFP® certificants, and Kyle is a CIMA® professional.  All three of these designations show a commitment to achieving the highest standards in …

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Ten Questions With Spencer Baker

Spencer Baker

Spencer Baker, Founder of Great Life, Tampa Bay

A couple of weeks ago, I asked the Military In Transition Facebook Group whether it would be worthwhile to read articles based upon other peoples’ experiences.  It seemed that the overwhelming response was in line with my thinking.  After talking with a lot of people about their retirement story, I realized that each conversation gave me a little bit of perspective about my own story.  This inspired me to start an article series to share the stories of some of the people I’ve talked with.  I hope that reading these stories puts …

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