Tag: financial plan

Your Financial Advisor and the TCJA; Notable Tax Changes for Residential Homeowners

A good financial plan takes in many different considerations. Investments, of course, are a top priority, but a good financial advisor should also understand your...

Top Financial Advisors Don’t Collect Commissions

In previous articles I’ve written, I’ve gone over the question to ask when hiring a true financial professional (aka a fiduciary), the way to find...

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...

5 Tips When Coming Into a Large Sum of Money

Coming into a large sum of money can be both a blessing and a curse, depending on how you deal with the financial AND emotional...

Current Economy is Like The Plow Horse

Imagine a farmer hitching his horse to plow a large field. The horse likely starts off strongly, at a quick pace. As he works his...

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