Cinergy Financial Blog
View our Latest Articles on Financial Literacy
Retirement Planning Advice
I tell people that retirement planning advice is not simply an important aspect of financial...
Financial Planner in Orange County
I’ve been a financial planner in Orange County for many years, and I’ve helped hundreds of people...
Financial Literacy 101
One of the ironies of America being an economic superpower is the lack of financial literacy....
Risk Management Financial Risk Planning
Financial risk is the potential to lose some or all of your investment capital. Individual...
How to Plan Your Financial Future
People often dream of a financial future that is in direct conflict with their current reality....
Investment Strategy Models
Investment strategy models are often derived from an investment philosophy, which is a, “set of...
Advice for Retirement
Retirement is unlike other life transitions in that you need to plan years, or preferably, decades...
Financial Risk Management Strategies
Financial risk management strategies is a process assessing, managing, and mitigating losses. This...
Retirement Planning Advisor
One of the most important aspects of money management is the retirement planning advisor. In...
Financial Education Books
Financial Education Books One of the things I’ve always emphasized as a financial planner is that...