Making an Effort to Save Money
The Bureau of Economic Analysis recently announced personal income is up 2.7 percent in the past year. Spending is also up 3.7 percent in the same time frame. What can we conclude from these numbers?...
View Article10 New Year’s Financial Resolutions
After the holiday season shopping is completed, most of us find that our bank accounts are a bit smaller than we hoped they would be. With this reality check in mind, here are 10 financial resolutions...
View ArticleUsing The Internet To Find And Research Financial Advisors
Read this timely article if you are planning to change financial advisors or select your first advisor in the first quarter of 2017. How do you find a competent, ethical financial advisor you can...
View ArticleClik here to view.
10 Things Your Financial Advisor Won’t Tell You
If you’ve been keeping up with the news, you may have come across something about financial advisors. In case you missed it, here are the cliff notes: the Department of Labor (DoL) says financial...
View ArticleTraditional IRA Advantages & Disadvantages
Traditional IRAs are a great investment vehicle for retirement for those who qualify to contribute to them (there are some limitations), and they have some interesting features that can make them very...
View Article5 Tips When Coming Into a Large Sum of Money
Coming into a large sum of money can be both a blessing and a curse, depending on how you deal with the financial AND emotional aspects of the newly-found money. However, what most people should be...
View ArticleRetirement 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 their 60s and 70s often full-time. And they’re doing it because...
View ArticleDid Your Financial Advisor Meet Expectations in 2016?
What you should be asking yourself—and your advisor—while evaluating your portfolio’s 2016 performance. The end of 2016 brought a mixed bag for the markets. The Dow Jones Industrial Average started...
View ArticleFinancial Advisor Ethics: What You Need to Know
Hiring a financial advisor can be one of the smartest moves you can make. Having a trusted advisor can mean the difference between achieving your goals and having a future full of financial stress....
View Article3 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 keep you living in the lifestyle you want. With longevity trends...
View Article2 Words To Understand When Hiring A Financial Advisor
Hiring a financial advisor is a very smart move to make. Studies show that those who use a financial advisor get better results over time and are more likely to achieve their financial goals. Once you...
View ArticleDIY Investing vs. Hiring a Financial Pro
With the recent U.S. stock market euphoria after the surprise Trump presidential victory, people have become more optimistic about the prospect of investing when the markets are right near all-time...
View ArticleClik here to view.
Chasing Returns – The Biggest Mistake Investors Make
America’s favorite pastime, baseball, can teach an investor a great deal about investing than one would originally believe. In the game of baseball, batters go for singles, doubles, triples, and even...
View ArticleIs A Financial Advisor Worth The Cost?
How often have you heard the expression, “You need to spend money to make money?” Usually reserved for business owners, it’s a sentiment that can also apply to financial investments. If you’re...
View ArticleCelebrating 529 Day & Teacher Appreciation
This year, National Teacher Appreciation Week is May 8th – May 12th, and National Teacher Appreciation Day is Tues., May 9th. 529 Day (529 college savings plans) is Mon., May 29th. These 2 financial...
View ArticleWhy 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 in the business world. At the same time, odds are you’re...
View ArticleIs Anyone Managing Your 401(k)?
Many investors have a 401(k) or 403(b) retirement plan that includes limited investment options and, as a result, fewer opportunities to diversify. In order to simplify the investment decision making...
View ArticleUsing a Financial Advisor? Check their “rap sheet” early and often
Most people in the financial industry are honest. But we don’t usually hear about them. Instead we hear about a financial advisor like Bernie Madoff. Fortunately those are few and far between. But...
View ArticleWhat’s The Value Quotient of a Financial Advisor?
Value is a quotient between what you pay to what you get. Half of the quotient is cost, the other half is perceived value. The cost side is what you pay, and that’s a highly measurable thing. It’s...
View ArticleWhat 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 nebulous, and often incorrectly...
View Article
