FINANCIAL EDUCATION & RESOURCES

Tag: sarasota certified financial planner

Retirement planning, investing, fee-only fiduciary advice, wealth and tax strategy from Byron Studdard, CFP® — written in plain language.

29 Years, One Calling, and a Lifetime of Gratitude
Byron's Story

29 Years, One Calling, and a Lifetime of Gratitude

Twenty-nine years ago today, I became a CERTIFIED FINANCIAL PLANNER™ professional—but if it hadn’t been for a long night in a hospital five years earlier, it might never have happened. I still remember that night as if it were yesterday. After working all day, I took the last flight into town

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How to Choose a Fee-Only Advisor You Can Trust
Retirement Planning

How to Choose the Right Financial Planner

Why Working with a Fee-Only Fiduciary CFP® professional Can Help Protect Your Retirement “The best investment you can make is in knowledge.”— Warren Buffett If you needed heart surgery, would you ask your family doctor to perform the operation? Probably not. You would likely seek out a heart surgeon—someone with specialized

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Retirement Planning at Studdard Financial
Retirement Planning

Defy conventional wisdom in your retirement planning

Defy conventional wisdom in your retirement planning Most Americans fail to save and invest accordingly for retirement. By Byron L. Studdard, CFP ABC News August 4, 2017, 2:41 PM — Putting away money for retirement is so difficult for many people that they fail to focus on how fast they’ll spend it

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Financial Planning at Studdard Financial
Wealth & Estate Planning

5 Questions to Ask Before Refinancing Your Mortgage

5 Questions to Ask Before Refinancing Your Mortgage Byron L. Studdard, CFP August 9, 2016, 3:31 PM — The mortgage checks most homeowners write every month serve as a regular reminder for them to look into potentially refinancing their mortgages at a lower rate. If that’s not enough of a reminder, the

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Byron’s free financial planning eBook covers retirement strategy, investing, wealth preservation and tax-efficient planning.