Loading

  • (714) 971-0663
  • 5011 Argosy Ave, Suite 7, Huntington Beach, CA 92649
Inspired Financial
  • Why Inspired Financial
  • Who We Serve
  • Team
  • How We Help
  • Blog
  • Learning Center
    • Speaking
  • Contact Us
  • Client Center
couple fight
  • Mark L. Prendergast, CPA, CFP®, CDFA™
  • August 21, 2017
  • Financial Awareness, Inspired News & Thoughts, Retirement
  • 1 Comment

Benefits of a Professional Fiduciary

Family strife when a family member dies is a sad and often tragic thing.  Yes, when funds are short, but I want to talk here about when the funds are plenty but the emotions of greed and fear get involved, or pride and even criminal behavior rear their ugly heads.  What could a good parent do to […]

Read More

Categories

  • Community Involvement
  • Education
  • Financial Awareness
  • Inspired News & Thoughts
  • Personal Improvement
  • Regulations
  • Retirement
  • Uncategorized
  • Women-Focused

Popular Tags

401K 2018 tax adult Assets budget Children College death education elderly family Fiduciary Financial Awareness financial planning Fun gift happiness health Healthcare inspiration insurance IRA irs marriage Married Medicare planning Political Ledership presidential election Protection reading Regulations retirement Retirement Planning save saving Social Security Stocks Success tax taxes Team travel Wealth Women

Inspired Financial

Your Trusted Partner Through Life’s Transitions

  • 714-971-0663
  • 5011 Argosy Ave, Suite 7
    Huntington Beach, CA 92649
  • info@inspiredfinancial.biz

Important Links

  • Why Inspired Financial
  • Who We Serve
  • Team
  • How We Help
  • Blog
  • Learning Center
    • Speaking
  • Contact Us
  • Client Center

Recent Blogs

  • Elderly lady working with laptop

    Learning Opportunities for Lifelong Learner Adults in Orange County

    20 Feb, 2019

  • Little boy with spyglass outdoors

    Travel Insurance: What Do I need To Know?

    05 Feb, 2019

  • perm at home

    Not a “One-And-Done”: The Importance of Reviewing Your Estate Documents

    18 Jan, 2019

Follow Our Blog

Copyright 2019

  • Client Center
  • Disclosure
  • Privacy Policy
  • Form ADV
  • Business Continuity

    Website Developed & Hosted by