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...
How Charitable Giving can be a Powerful Estate Planning Vehicle
Approximately 70% of Americans make charitable contributions during the year. Most of the contributions are done in the month of December. Often the contributions are...
How Much Money is Enough for a Comfortable Retirement?
Watch Ron DeLegge and myself cover the following topics in this 7 minute video titled How Much Money is Enough for a Comfortable Retirement? 44% of...
What You Should Know About REITs
REITs (Real Estate Investment Trusts) were first allowed for in the United States in 1960 when President Eisenhower signed into law the REIT Act. This...
Am I Ready to Invest?
Plenty of times I have been approached by young couples in their 20s or 30s with this question – “I think we should start investing, what...
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...
