“Please consult your tax advisor.” This is the standard disclaimer brokerage firms give whenever a client requests a withdrawal from their retirement account. It’s their
There are about 285,000 financial advisors nationwide. Quick question… how many of them do you think are legally required to put your interests ahead of
Maybe that’s why half of us simply forget about our old savings accounts. Just like ignoring your health, ignoring your finances can have dire consequences.
In order to succeed at anything, you’re going to need the right tools for the job. People can make all sorts of recommendations on how
Money is the most difficult topic to talk about There is a retirement crisis in America. What makes this crisis even more difficult to face
The Importance of Rebalancing Your Portfolio The financial planning process is an in-depth look into a client’s financial health. Before a financial plan can be
Investing 102 In my Investing 101 post, we talked about the basics of investing. We briefly covered the history of the stock and bond markets,
Yesterday, the Department of Labor implemented new rules that require all financial service companies to act as a fiduciary for their clients. This important change
When people ask what I do for a living, I tell them I’m a CEO of a financial planning firm. I always give folks a