Tag: financial advisor

Do You Know What a Fiduciary Financial Advisor Is?

There’s been a lot of media coverage lately re: The Department of Labor’s (DOL’s) possible new rules for financial advisors to act as fiduciaries for...

The Role of the Financial Advisor is to Protect You from a Market Crash

The bear markets of 2000/2001 and 2007/2009 left investors bruised and battered but not out for the count, assuming they resisted the urge to sell...

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...

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