How a Business Valuation Will Help Sell a Business
Most business owners overestimate the value of their business because they use the rule of thumb, or guesswork, but this is not how the market...
Automated Investment Tools – Are They Landing in Your Back Yard?
Automated investment tools, or Robo-advisors as they are commonly known, are not aliens or robots landing in your back yard. You can’t even have a...
A Financial Plan Can Reduce Your Worrying
The events that recently unfolded over in Greece is what inspired this month’s article. Often, the financial media sensationalizes stories that really have little to...
6 Ways a Financial Advisor Can Help You
Many may view the role of a financial advisor as one who has unique insights into the market to give their clients an advantage. However,...
Diminished Capacity and the Fiduciary Standard
Sometimes inaction is the right action (the fiduciary standard) when faced with an elderly prospect that presents signs of diminished capacity. A few weeks ago,...
How to Choose Your Financial Advisor
Choosing a financial advisor is a big decision. In the beginning, having more questions than answers may actually help guide your search. For example, is...
Financial Literacy is Saying, “What Would Mom Do?” Before Every Purchase
Financial literacy is important. Despite the nationwide push by companies, websites, the federal governments and the school systems the statistics show that not only are...
How a Proper Financial Plan can Ease Client Tension
When it comes to massage therapy, most first-time clients anticipate a relaxing, slow and gentle rub down that will warm up tissue and ease tension...
Should Financial Planners Implement Their Own Plans? – upd May 2015
One of the seamier sides of the financial services industry is reps and agents who use financial plans to help them sell investment and insurance...
College Planning and How One Letter Saved Me $26,000!
Many parents with College bound students have recently experienced the rush of excitement when your offspring rips open the, “Welcome to our University” acceptance letters...
