9 Financial Best Practices of Successful People
During my almost 20 years in the business I’ve seen a lot of change. Beyond the events of 9/11 (I was at the top of...
Market Volatility Is Nothing New
I’m tasked with writing financial articles for many internet sites and even a few publications. I find this responsibility very taxing. Not because I find...
The Market Makes You Nervous? – How to Get a Grip on Retirement Planning
Who doesn’t get nervous about what the markets are doing? The reality is this: There is so much anxiety about market fluctuations that mental health...
Are Your Investment Assets in the Right Location?
The old saying “It isn’t what you make, it is what you keep” is at the core of building an effective wealth management plan to...
How to Interview a Financial Advisor – eBook
Investors do not deliberately select bad advisors. And yet millions of investors have bad advisors. What went wrong? These investors made bad decisions based on...
Teacher Appreciation and 529 Day
This past week was National Teacher Appreciation Week and National Teacher Appreciation Day. 529 Day (529 college savings plans) is Sun., May 29th. These two financial awareness topics...
What the HECM (pronounced heck-em) is a HECM?
12 Ways to Help Improve Your Retirement Results! A HECM is a Home Equity Conversion Mortgage. As a line of credit, it can’t be cancelled,...
Why Women are Excellent Investors!
Women are different than men. As a Certified Financial Planner® this holds true in the investment world. Women are faced with unique challenges as they...
Worry About Money? A Lot of Energy But No Gains
About 43% of you worry about money. That’s what the Institute of Financial Planning and National Savings and Investments found. That means that you’re putting...
DIY for Home Improvement – Not Funding Your Retirement
The media aren’t over-stating this retirement issue. There really is an economic catastrophe overtaking those over-65. One out of seven of the over-65 are living in...
