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Financial Advisor Blog

Topics include sudden wealth, financial retirement planning, personal and business finance.

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How To Financially Survive Death

How To (Financially) Survive Death

What happens when you die? According to the Catholic tradition . . . no, don’t worry. This is not a religious or philosophical discussion about what happens to you when you die. We want to know what happens to your stuff and your money when you die. Now that’s interesting. Think about it. A person…

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How To Financially Survive A Fraudster

How To (Financially) Survive A Fraudster

6 tips to protect yourself from the next Bernie Madoff There is a date that will live in infamy. On December 11, 2008, anyone with an investment or bank account took a collective gasp. It was on this day that Bernie Madoff was arrested by the FBI on suspicion of committing the largest Ponzi scheme…

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How To Financially Survive A Lawsuit

How To (Financially) Survive A Lawsuit

Here’s a sound you never want to hear… Imagine you are sitting at home one quiet evening and you get a knock at your door. You open the door and there is a stranger staring back at you who asks, “Are you so-and-so?” After answering yes, they respond, “You have just been served.” You tremble…

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How To Financially Survive A Divorce

How to (Financially) Survive a Divorce

How to separate from your spouse, not your money The only thing more heated and emotional than talking about divorce is talking about how to protect your assets in a divorce. Let me come clean so you know where I’m coming from, or maybe more accurately, not coming from. I’m not going to show you…

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The Top 3 Risks To Your Money

The Top 3 Risks To Your Money

40 years to earn it; a moment to lose it Once, I was preparing for a long bike ride – it was going to be nearly 60 miles. I put on my fancy bike shoes and spandex shorts, packed some energy bars, and secured a big water jug to the back of my bike. And…

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All About Disability Insurance

All About Disability Insurance

This insurance can be a real life saver… You are practically an expert at this insurance stuff by now. No, seriously. You probably know more than 90% of the population about insurance. Congrats! But there’s one more type you should know about. It’s called job insurance. Actually, that’s not what it’s called, but that’s really…

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All About Life Insurance

All About Life Insurance

It’s really pretty simple… Earlier I said there were two categories of insurance. One is for stuff and the other is for people. We did the stuff thing; now it’s all about you! There are lots of different kinds of insurance for people. Insurance for people, as you could guess, is insurance on a person.…

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Umbrella Liability Insurance

Umbrella Liability Insurance

The least understood but most important type of insurance I grew up in the Pacific Northwest where it rains. Not a little, but a lot. That’s why I’m such a big fan of something called umbrella liability insurance. If you’re like me, you go through a lot of umbrellas. You lose them, or in a…

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What You Need To Know About Property and Casualty Insurance

What You Need To Know About Property And Casualty Insurance

No one cares about this stuff, but it’s also super important. I’m going to make this short and sweet and give you just what you need to know and nothing more. You’ll know more about insurance than 95% of the population in about five minutes. First thing to understand: there are two main categories of…

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How Are Advisors Compensated?

How Are Advisors Compensated?

How are advisors compensated? Ah, very good question! Let’s talk about the ways an investment advisor or financial planner can be compensated. Hourly Fee. This is the easiest to understand. You get together and pay the advisor for their time. I guess the advantage of this is you control the cost. You know exactly what…

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