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...
5 Critical Differences between Financial Advisors and Robo Advisors – Infographic
Your assets are going to be invested in the global securities markets. The question is how do the assets get from where they are now...
Is Wealth Management Only for the Wealthy? – upd April 2015
Wealth management has become a set of buzzwords that financial advisors use when they sell investment and insurance products. It certainly sounds good. Consequently, you...
How Do You Determine the Quality of Financial Advisors?
Wall Street does not make it easy to determine the quality of financial advisors. They do not have track records so you cannot measure past...
How to Make Tax Preparation More Bearable
It’s that time of year – tax preparation is in full swing! I’m sure some of you dread this time of year, but I’ve got...
5 No-Nonsense Steps to the CIMA® Designation for a Financial Advisor
So after being a financial advisor for so many years and being out of school for so long, why would I go through the torture...
How Does Financial Advisor Compensation Impact You? – Infographic
You have seen the headlines. Financial service firms have paid billions of dollars of fines for cheating investors. So, how does this impact you? More...
10 Tips for Millennials when Selecting Financial Advisors
If you are a millennial you may feel like you have a target on your back. Local financial advisors, stockbrokers, bank representatives, CPA firms, and...
