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…
Yesterday, Congress passed a budget bill ending the “file-and-suspend” Social Security planning technique. Does it matter now when to start taking your Social Security benefit? _____ Yesterday's news headlines…
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…
When considering whether to buy an annuity, you will likely read glowing praises from sales materials and dire warnings from some in the media. How can you evaluate this "boogeyman"…
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…
Have the movies and the media convinced you that danger lurks around every corner on Wall Street? By taking a smart approach, you can shield yourself from letting a rotten…
How much do you know about the financial planning and preparations your parents have completed? It can be an uncomfortable conversation, but making the effort NOW can pay off for…
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…