Tag: retirement

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...

Is A Financial Advisor Worth The Cost?

How often have you heard the expression, “You need to spend money to make money?” Usually reserved for business owners, it’s a sentiment that can...

2 Words To Understand When Hiring A Financial Advisor

Hiring a financial advisor is a very smart move to make.  Studies show that those who use a financial advisor get better results over time and...

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