Tag: retirement

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...

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...

Celebrating 529 Day & Teacher Appreciation

This year, National Teacher Appreciation Week is May 8th – May 12th, and National Teacher Appreciation Day is Tues., May 9th.  529 Day (529 college...

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...

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