Blog
Written by real advisors just paid to offer objective financial education & adviceTM
The Future of Financial Advice Is Today
We applaud and celebrate leaders in financial services who have…
The Risks of Mixing Solicitation and Financial Advice
Sadly, according to a 2015 presidential report, every year, Americans…
Top Non-Traditional Financial Planning Considerations
You decided that further development of the project is impossible…
The Best Way to Start Creating a Personal Financial Plan
You decided that further development of the project is impossible…
Finding Hidden Treasure in Car & Home Insurance
Almost every client I’ve ever met has opportunities to significantly…
Pros & Cons of Becoming a Real Estate Tycoon
Almost everyone loves the idea of owning income-generating rental real…
‘Pre-Qualifying’ Yourself for Long Term Care Insurance
Note: I have no insurance licenses, receive no compensation of…
Touching The Retirement Accounts. Do's & Don'ts
When changing jobs or retiring, it’s always prudent to consider…
Estate Planning: The Art of the Final Impression
Everyone needs an Estate Plan and most of the people…
7 Steps To 'Personalize' Your Risk Tolerance
You likely don’t have just one risk tolerance; you have…
Bucketing Bummer. The Retirement Rules Have Changed... Again.
COVID placed a ‘wedge’ in the retirement plans of almost…
They're Selling You The Sizzle, Not The Steak
So the larger planning firms must be better at what…
What Is The Perfect Financial Plan?
There are many trustworthy resources out there that can help…