Blog
What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
What is Financial Planning?
Check out this video: https://share.vidyard.com/watch/omg2CdCxY219Pn9Gh4d9dy? There are a lot of different professionals who provide financial services. They have titles like financial advisor, wealth management advisor, financial...
Read MoreAre you fee only?
When I meet with prospective clients they ask me all kinds of great questions. One question I get often is "Are you fee only". Below is my response. Check out this video: https://share.vidyard.com/watch/VQzjJWhJMbDkmxZwrJrn2y?
Read MoreSigning up for Social Security - Online Access
Are you nearing retirement? If you are, take time to setup an account on SSA.gov. Doing so will help you access important information about your social security benefits. This information will help you and your financial planner...
Read MoreAre you Emotionally Ready for Advice?
Check out this video: https://share.vidyard.com/watch/NTDv3c4ac1uW5rL83BCPWe? Seeking out advice, receiving advice and actioning advice are three separate actions.
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THE COST OF DOING IT YOURSELF
I was watching a segment of Mad Money on CNBC with Jim Cramer the other day and it reminded me there are a lot of retail investors who do not work with a professional advisor. While you may not need an advisor to do everything for you,...
Read MoreWHAT IS YOUR MOST VALUABLE ASSET?
How would you feel if that asset lost value or became worthless tomorrow? Would it change your life style? Would it change the lives of your kids, parents and other family members? How would it impact your financial goals and your...
Read MoreTHE POTENTIAL HIGH COST OF ROBO ADVISORS
I recently took the plunge and checked out several so called “Robo Advisor” services. I also reached out to a banking institution that primarily provides banking, financial and insurance services to military veterans. I...
Read MoreYOUR SAVINGS STRATEGY HAS A PROBLEM
You ever have that feeling you could be doing something better? You pay all your bills on time, but you have a lot of bills. Do you find a large portion of your paycheck is already earmarked for: student loans, car payment, your living...
Read MoreWHAT IS THE BEST INVESTMENT RIGHT NOW?
This is a common question I get from prospective clients in regards to investment selection. We might be at a social event, having an initial consultation or meeting after one of my educational events. They are interested in the...
Read MoreSHOULD YOU LIQUIDATE RETIREMENT ASSETS FOR A HOME PURCHASE?
As the spring buying season gets underway I frequently receive the following question from a first time home buyer or two. I get asked if IRA assets can be used to make a down payment for a home purchase. The short answer is yes, for...
Read MoreCOULD YOUR FAMILY RECOVER FROM A LOSS
The first time I observed such a loss was in 2010. I was deployed to Iraq serving as an Operations Officer for a HIMARS Battalion (i.e. rocket artillery). We had soldiers all over the country ready to meet the indirect fire support...
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