Tag: financial advisors

Don’t Get Ripped Off When Getting Your Taxes Done

Every year we talk to some people (either current clients or people we know who aren’t clients yet) who tell us that they were charged...

Using The Internet To Find And Research Financial Advisors

Read this timely article if you are planning to change financial advisors or select your first advisor in the first quarter of 2017. How do...

Five Tips for Tax Preparation

It’s that time of year – tax preparation season will be here before you know it! I’m sure some of you dread this time of...

The Compound Interest Effect

“Compound interest is the eighth wonder of the world. He who understands it, earns it … he who doesn’t … pays it.”     Albert Einstein...

Find a Financial Advisor with The Tools to Tailor

Choosing a credible financial advisor begins with checking credentials. Not all who hold themselves out as financial advisors are accredited, meaning a third party hasn’t...

The Gamble With Day Trading

To be perfectly clear we do not in any way condone so called day trading or any type of short term investing.  Our clients do...

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