Tag: financial planning

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...

Why All Entrepreneurs Need a Financial Advisor

If you’re an entrepreneur, you’re comfortable with risk.  Ability to take on higher levels of risk is a key trait that helps you find success...

Retiring On Purpose

I ran into a friend recently who’s a hairdresser.  He’s been in the business now for 50 years and has seen it all from the...

DIY Investing vs. Hiring a Financial Pro

With the recent U.S. stock market euphoria after the surprise Trump presidential victory, people have become more optimistic about the prospect of investing when the...

Retirement is an Artificial Finish Line

I received the following alert on my phone from that New York Times this past weekend: “Today’s women are much more likely to work into...

What If Financial Planning Is Really About Uncertainty?

If you drop by almost any brokerage firm or bank these days, you can walk out 45 minutes later with a “financial plan” that viola,...

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