Last September, Equifax announced that the had been compromised. The company, one of the three main credit reporting bureaus, disclosed that consumer information including names, Social Security numbers, birth dates,…
Many people hesitate to seek out financial planners’ advice for fear of judgment. Why’d you blow that paycheck? Why’d you invest in that? You’ve saved what for retirement? Others wait…
Reasons You Should Consider Moving On Starting to doubt your financial advisor? Too often people hand money to an advisor without a shred of research. Here are ten warning signs…
Many financial advisers and pundits tell investors to take on as much investment risk as they can take. Is that always the best idea for you? Mary sits down with…
Your gut tells you there is more to a financial adviser's dinner seminar than just conversation and food - what do they want from you? _____ What an offer…
Many advisors charge an "Assets Under Management" (AUM) fee based on a percentage of your assets. The logic seems sound - if the value of your account goes up then…
How can we reduce the number of people who fall victim to financial fraud, and how can you avoid becoming a victim? _____ Few things make my blood boil…
Many news outlets are running articles about the need for advisers to act as a fiduciary. So what IS a fiduciary, and should it matter to you? _____ New…
With wealth accumulated over many years and potentially a reduced capacity for decision-making, senior citizens are prime targets for criminals and others intent on stealing their hard-earned nest egg. What…
When I look for a doctor, there are only a few "designations" to know - M.D or D.O., and maybe one indicating a specialty. For accountants, there is the…
Today is the big finale in this series covering what I believe are the 5 key components of financial advice missing from many pre-retirement financial plans. So far, we…
Today we continue covering what I believe are the 5 key components of financial advice missing from many pre-retirement financial plans. So far, we have covered: #1: A Clear…
In my last post, we continued covering what I believe are the 5 key components of financial advice missing from many pre-retirement financial plans. So far, we have covered:…
In my last post, we started covering what I believe are the 5 key components of financial advice missing from many pre-retirement financial plans. So far, we have covered: #1:…
The financial services world delivers advice in many different ways to many different people. In this series of blog posts, I'd like to share with you what I believe the…