Tag: financial plan

4 Points to Consider When Selecting a Health Insurance Plan … and Why an Advisor Can Help

You know the old saying, “The only things you can be sure of in this life are death and taxes.” Well, we think that should...

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...

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