Jonathan B. Holt CFP

How to sell your property after a COVID19 divorce. idfa.link/sell #divorce #property #assets #sell #covid19

Check out this new article on my website! #CFP

Beware of telephone scammers pretending to be from Social Security or another government agency. If you receive a scam call, hang up and report the call to OIG.SSA.gov.

#CFP #FinancialPlanning #Retirement

What is the best financial advice someone has given you? Please share!

In the age of the coronavirus, financial scams are on the rise particularly those affecting the elderly. Keep yourself and your loved ones secure. Be proactive about safety. Talk to a CFP professional. #LetsMakeAPlan

#FinancialPlanning #CFP

In tough times, millions of Americans may choose to tap a Home Equity Line of Credit (HELOC) for emergency cash. But, Money.com says the rules for borrowing cou...ld be getting tougher. Remember, if your financial circumstances change, a CFP professional can help you adjust. https://money.com/heloc-rates-approvals/ See more