Financial Advisor
Portfolio Advice Many of You Need to Hear
Retirement should be a time to relax and live your life on your terms. But I know for many of you it can be stressful to figure out a strategy for how to invest and how much you can safely withdraw fr
Finding the Best Financial Advisor
More than nine in 10 Americans think it is important for financial advisors who dispense retirement advice to act in the clients’ best interest.
Getting a Tax Refund? Don’t Blow It.
Over the next few weeks plenty of you will receive a refund on your federal tax return, and for those of you in states that charge income tax, you may get money back from your state treasurer as well.
The Low Down on Home Down Payments
It’s finally Spring…and that means the start of the busiest season for home buying. If you are considering buying your first home—or love someone who is ready to own – I want you to be smart about...
What Everyone Should Learn from the Federal Government Shutdown
Whether you identify as Republican, Democrat, or Independent, there is a unifying message in the fallout from the federal government shutdown: every one of us must prepare for the unexpected...
The Procrastinator’s Guide to Dealing with Credit Card Debt
As much as I wish that no one overspent during the holidays, I know that many of you are facing January credit card statements that are going to set off some stress. You realize there’s...
My Three Wishes for You in 2019…and Beyond
I am not a big believer in making New Year’s resolutions. I think it puts too much focus on making goals at a specific time of year. Most resolutions that start in January tend to be...
A Gift That Gives Even More
As we head into the heart of the holiday season, I know many of you are focused on finding the right gift for loved ones, friends, and colleagues. I have a shopping tip that is guaranteed to make your
Is Your Advisor Really Looking Out for You?
I have always said that if you are looking for the best financial advisor, just look into the mirror. You have everything it takes to manage your financial life, and there is no one more motivated
Where to Find the Best Financial Advisor
More than nine in 10 Americans think it is important for financial advisors who dispense retirement advice to act in the clients’ best interest. And more than half of Americans think this logical assumption is in fact legally required within the financial service industry.
