With 25 years’ experience as a Moneywatch client, Steve is now Vice President after completing the coursework and passing the exam required for the Certified Financial Planner designation. At Moneywatch, we help you: Develop your financial plan by helping you identify your personal goals and determine how much investment assets you will need to reach financial independence; Determine how much you should save in order to reach your goals; Strategize on how to save taxes while you save; Identify the best savings vehicles for you - 401k), 403(b), 457(b), IRA, Roth IRA, SEP IRA, etc.; Structure your portfolio to support your personal financial plan; Manage your investment assets by selecting