Tag: financial security

“I Wish You Were My Financial Advisor”

My clients and other people may think that I spend my work day watching the stock market and making trades. I actually do neither.  My...

Investing Is Not “The Market”

There are times I encounter a familiar face and will get asked – “what did the market do today?”or “the market went up (or down),...

5 Financial Planning Challenges Impacting Retirement – Updated Oct 2014

5 Financial Planning  challenges impacting your retirement years is a must read for Americans who are accumulating assets for their future use. In fact, these...

A Retirement Party can Destroy Your Retirement Plans!

A retirement party should be a positive experience that transitions older employees from their working years to their retirement years. Unfortunately, these parties occur whether...

Retirement Calculators are Dangerous! – Updated March 2014

Life would be much simpler if you could input information into a retirement calculator and presto you have an answer that will help you make...

An Independent Financial Advisor is a Safer Bet than Wall Street

Approximately 12 years ago the Securities Industry Association, now SIFMA,  conducted a survey that showed more than 60% of investors relied on financial advisors who worked...

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