Tag: financial advisor

Are Your Beneficiary Designations Up-to-Date?

Life moves fast, and as the days go by in a blur, updating, or even designating, your beneficiaries can fall to the bottom of your...

How to Find the Best Financial Advisor When Approaching Retirement

As you get closer to retirement, it’s time to get serious about your money. After a lifetime trying to increase your wealth, you now need...

Celebrate Your Financial Independence Day

In honor of our nation’s birthday, I’d like to say Happy Fourth of July to all our readers!  In the United States, there are certain...

What Does Financial Planning Really Mean?

There are many terms used to describe the services of a financial advisor.  Some of these include wealth management, financial planning, and investment management. These...

What’s The Value Quotient of a Financial Advisor?

Value is a quotient between what you pay to what you get.  Half of the quotient is cost, the other half is perceived value.  The...

Using a Financial Advisor? Check their “rap sheet” early and often

Most people in the financial industry are honest.  But we don’t usually hear about them.  Instead we hear about a financial advisor like Bernie Madoff. Fortunately...

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