We seek out second opinions in life for just about everything we do – whether we’re making a large purchase, hiring a professional for an upcoming project, or on a more serious note, a medical diagnosis and procedure. But what about inside our own financial lives? When should you seek out a second opinion on…
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As I think back on the many conversations that we’ve had this year, here are the Top 3 concerns you’ve shared with me this year: • I’ll never make up what’s been lost in the market. How long it will take me to make it back? • How will the political landscape affect the markets? • I…
If you’ve ever been on the hunt for a financial advisor, you’ve probably seen the “10 Questions to ask a Financial Advisor.” We’ve all pushed content about it and they’re nearly all identical in substance. Questions such as: “Are you a Fiduciary” “What are your fees” “Qualifications and Experience?” “Are you a CFP® (usually followed…
The possibility of unforeseen financial risks keeps many of us up at night. If you’ve ever been dealt a financial curveball—or you simply live in fear of one—you may be looking for some guidance on how to best prepare for the future or get yourself back on track. The truth is, curveballs will always be…
Are you building a retirement nest egg that will last? For some people, that means they’re saving enough to pass wealth to future generations. For others, their nest egg is meant to provide just enough for what they need without having to work another day. But ultimately, most people save for retirement with the hopes…
If you tend to put off doing your taxes, you’re not the only one. In fact, as many as 33% of Americans wait until the last minute to file their taxes. But just because it’s a common habit doesn’t mean it’s a good one to have. Doing your taxes well before the deadline can allow you to…
Although many people feel that New Year’s celebrations are a bit of a letdown after the magic of Christmas, I personally love the New Year holiday. New Year’s Eve and New Year’s Day symbolize a new chapter in our lives and provide us with a landmark by which to measure our progress with our goals.…
As a CERTIFIED FINANCIAL PLANNER®, my greatest motivation is to help my clients reach their goals. When starting a new relationship, we make it clear that financial planning and wealth management strategies are not just about achieving numerical goals, but about how those numerical goals will help you realize your lifestyle and life’s worth goals.…
Do you know you could benefit from financial advice, but not sure how to find the right financial advisor? If so, you’re not alone. There are many types of financial advisors out there – some who specialize solely in investment management, others who sell proprietary products like annuities and life insurance, and still others who…