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...
Why Women Beat Out Men in Investing
According to a recent study by SigFig, a portfolio platform, women are more likely to make money when investing than men. In this study, SigFig...
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...
Preparing for Retirement After a Divorce
Men and women nearing retirement who have gone through a divorce are less likely to feel financially prepared than married couples. Women are most likely...
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...
How to Maximize Your Wealth in 5 Easy Steps
Wealth is more than just a measurement of your balance sheet. It is a measurement of how you live. Do you live your life to...
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...
2 Critical Retirement Planning Mistakes to Avoid
When retirement planning there are two important things to do to get it right. You are planning for what is basically a 30 year vacation. ...
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...
Retirement, Now What to do with My 401(k)?
With more and more baby boomers retiring each year with money invested in their company savings plan, this question of what to do with my...
