Tips To Make Sure Your Beneficiaries Are Accurate

There are numerous life events that can make us reconsider who we want to leave money to in our 401(k)s, IRAs, 403(b)s, annuities, life insurance...

Your Portfolio During a Trade War

Trade Wars in The News Anyone who has checked the news once in the past month knows that America is on the precipice of a...

What to Consider When Selecting a Financial Advisor

Selecting a financial advisor can be a complicated task with so many factors to take into consideration. Whether you’ve had a longstanding relationship with an...

Why Independent Financial Planners are Better than Advisors Who Work at a Big Firm

Myth: Working with a financial planner from a big, well-known firm is always best. Truth: Small, independent financial planners offer huge benefits for an investor....

What Are Those Letters After Your Name? Credentials for Financial Advisors Explained

Alphabet soup. It’s a real thing. And it’s a problem. Alphabet soup refers to the abundance of acronyms typically found after a professional’s title. Doctors,...

How Longevity Has Changed Retirement and the Meaning of Reasonable Risk

People are living longer, and that may be a blessing, but when those same people don’t apply that fact to their retirement plan, it can...

The Financial Equation: Bear Markets … Time to Panic?

President Trump’s handling of both trade issues and the fed interest-rate hikes has caused some market volatility, and many world stock markets have either fallen...

IRA Advantages and Disadvantages – What You Need to Know

What is a better fit for you as an investor: A traditional IRA or a Roth IRA? Whether you’re a financial planning Do-It-Yourselfer or you’re...

New Codes and Standards Redefine Certified Financial Planner

With the introduction of an updated code of conduct, holders of the Certified Financial Planner (CFP) designation will now have to adhere to stricter rules...

Compile a List of Financial Advisors in Just Minutes

Your friend recommended a financial advisor. You saw an ad for another financial advisor. You recognized the name of the firm of an older financial...

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