Tag: retire

An Independent Financial Advisor is a Safer Bet than Wall Street

Approximately 12 years ago the Securities Industry Association, now SIFMA,  conducted a survey that showed more than 60% of investors relied on financial advisors who worked...

What Does Financial Planning Really Mean?

There are many terms used to describe the services of a financial advisor.  Some of these include wealth management, financial planning, and investment management. These...

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...

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...

3 Tips To Managing Your Investments Smarter In Retirement

Retirement means no more hard work, right?  Think again!  When you retire, your new job is to make sure your money lasts long enough to...

Retirement is an Artificial Finish Line

I received the following alert on my phone from that New York Times this past weekend: “Today’s women are much more likely to work into...

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