Don’t Let Today’s Financial Headlines Ruin Your Future
The cacophony of financial headlines has exploded over the past decade. Prior to the ubiquitous presence of smartphones and other electronic devices, financial news consisted...
How to Find the Best Financial Advisor When Approaching Retirement
As you get closer to retirement, it’s time to get serious about your money. After a lifetime trying to increase your wealth, you now need...
Celebrate Your Financial Independence Day
In honor of our nation’s birthday, I’d like to say Happy Fourth of July to all our readers! In the United States, there are certain...
What’s The Value Quotient of a Financial Advisor?
Value is a quotient between what you pay to what you get. Half of the quotient is cost, the other half is perceived value. The...
Using a Financial Advisor? Check their “rap sheet” early and often
Most people in the financial industry are honest. But we don’t usually hear about them. Instead we hear about a financial advisor like Bernie Madoff. Fortunately...
Is Anyone Managing Your 401(k)?
Many investors have a 401(k) or 403(b) retirement plan that includes limited investment options and, as a result, fewer opportunities to diversify. In order to...
Why All Entrepreneurs Need a Financial Advisor
If you’re an entrepreneur, you’re comfortable with risk. Ability to take on higher levels of risk is a key trait that helps you find success...
Celebrating 529 Day & Teacher Appreciation
This year, National Teacher Appreciation Week is May 8th – May 12th, and National Teacher Appreciation Day is Tues., May 9th. 529 Day (529 college...
Retiring On Purpose
I ran into a friend recently who’s a hairdresser. He’s been in the business now for 50 years and has seen it all from the...
DIY Investing vs. Hiring a Financial Pro
With the recent U.S. stock market euphoria after the surprise Trump presidential victory, people have become more optimistic about the prospect of investing when the...
