The Future Isn’t Here Yet, but It’s Closer

We are excited to share page 2 of the NEW Code of Ethics and Standards of Conduct from the CFP Board – Effective October 1, 2019. Being a CERTIFIED FINANCIAL PLANNER™ holds us to these high standards of Ethics and Conduct. Here at LFA, we have always held ourselves to...

Mortgage Dilemma: Should I Pay Down Principal?

How many have found themselves in this situation? You have a mortgage, you’re looking at your savings account, you see a sizeable sum. From working with a fiduciary financial advisor you already have an emergency fund comprised of high-yield savings accounts, bonds...