financial professional

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10 New Year’s Financial Resolutions

After the holiday season shopping is completed, most of us find that our bank accounts are a bit smaller than we hoped they would be. […]

Financial Resolutions by the Numbers

Let’s face it. After the holiday season spending spree is finished, most of us feel like our bank accounts are a bit lighter than we’d […]

Watch Out – Your Medicare Premiums May Soar!

We’ve all heard that healthcare costs in retirement are high. We’ve also heard that part of our retirement planning should be to understand these potential […]

Find a Financial Advisor or They Will Find You

What is safer? You can find a financial advisor on your own or you can select a financial advisor who finds you. The easy way is to select an advisor who finds you. If you go down this path you may be prone to selecting the advisor with the best personality and sales skills. Why? Read on to find out how you can avoid this major financial risk.

The critical issue that impacts you is not how you find a financial advisor. The real issue is selecting a competent, ethical advisor who can help you achieve your financial goals. […]