Financial Advisor Reviews and Ratings – Top 10 Criteria
Financial advisor reviews and financial advisor ratings that measure their quality are finally here. In the past, too many investors have been the silent majority....
How Good is a Financial Advisor Directory?
There is a proliferation of financial advisor directories on several websites. Is a Financial Advisor Directory a reliable way to select higher quality financial advisors...
What are Your Retirement Goals? What does Retirement Mean?
When trying to determine when we can retire, the easy way is answering the question, ‘How much money do I need?’ But this does not...
An Online Financial Advisor – Is a Human or a Robot for You?
RoboAdvisor is a term that is used to describe an Online Financial Advisor that uses computer programs to invest assets. There is no interaction between...
Teacher Appreciation Week and 529 Plan Day
National Teacher Appreciation Week is May 5th – May 9th, and National Teacher Appreciation Day is May 6th. 529 Plan Day (529 college savings plans)...
Annuities Advantages and Annuities Disadvantages
Annuities are a great investment vehicle for retirement for those who want to save extra above & beyond the limits of IRAs and 401ks/403bs, and...
A Retirement Party can Destroy Your Retirement Plans!
A retirement party should be a positive experience that transitions older employees from their working years to their retirement years. Unfortunately, these parties occur whether...
Who Uses an Online Financial Advisor?
Paladin Research has identified five types of investors who are most likely to use the services of an Online Financial Advisor (OFA). An OFA is...
Making the Decision to Pay Off the Mortgage
Paying off one’s mortgage is an emotional decision as well as an analytical decision. In previous articles, I have gone through both angles. Now I wanted...
529 College Savings Plans – Are They For You?
529 college savings plans are a great investment vehicle for college savings, and they have some interesting features that can make them very advantageous. Here...
