At the end of last year I decided that there is a need for my firm to offer ongoing investment management services. As I did my research and looked at the industry I felt that there were more advisors doing harm than good. I mentioned that it does not pay to be active in client […]
Goals. It’s a Generational Thing
Financial advisors often state that they can help you reach your goals and objectives (including myself) but what does that really mean? Well, it really depends. It depends what stage you are in your life and […]
What a Certified Financial Planner (TM) Brings to the Table
Choosing a CERTIFIED FINANCIAL PLANNER (TM) should be one of your top requirements when looking for guidance (as well as their compensation structures). Last week, I was reading Sterling Raskie’s blog about “How to Save More” and number 8 struck me as one of the most important items on his list. Some things are not taught […]
Get Your Credit Report
Obtaining your credit report is easy, free, and a must do each year. We live in an age where convenience trumps all and sometimes convenience brings trouble. As more of our sensitive data is stored electronically we will have more and more security breaches like the ones we have heard about at Target and Neiman […]
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