Financial Advisor Blog
Topics include sudden wealth, retirement planning, personal and business finance.
According to the Employee Benefits Research Institute’s (EBRI) 2018 Retirement Confidence Survey, American workers have both a vital—and pressing—need to prepare better for retirement. Nearly 8-in-10 American workers have less than $250,000 set aside for retirement. And 60 percent of American workers have not crunched the numbers on how much they’ll need to live on…
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We are thrilled to be NAPFA-Registered financial advisor! The National Association of Personal Financial Advisors (NAPFA) holds one of the highest standards in the advisory industry. The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those…
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A true fiduciary is someone who is legally obligated to give you advice that is in your best interest. It doesn’t make sense to pay for financial advice when the advice doesn’t have to be in your best interest. Period. A true fiduciary is someone who is legally obligated to give you advice that is…
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Your child’s future success might encourage you to pull out all of the stops when it comes to funding their education, but you still need to take care of yourself. Saving for retirement or your child’s education is an ongoing debate many parents face throughout their lives, but it’s important to strike a balance between…
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Too often I see investors fall prey to the same costly mistakes that prevent them from truly building wealth. Once you learn about these risks, you’ll be able to identify them, understand how to avoid them and rise above the average investor. Are you ready to get started? I’ve created a free, six-day video boot…
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Divorce wrecks a lot of things, and your finances are often one of the biggest. Even worse, the financial impact of divorce isn’t limited to those first few years where you’re trying to live on an individual’s salary after years of sharing expenses. Divorce can also seriously impact your retirement from a number of angles.…
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The latest contribution to the CFP Board’s LetsMakeAPlan.org blog offers insights into the lessons we can learn from our 2017 tax return. While we have all our tax forms and documents handy, this is the perfect time to analyze last year’s finances and prepare for the big changes that will occur in the years to…
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After the winds end and the waters recede, people affected by the two monster hurricanes in the southern United States will need to move fast, keep records and become their own advocates if they are to recover financially. Many people whose property has been damaged by a flood learn quickly that standard homeowners’ policies cover…
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