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When selecting a Financial Advisor, it’s important to know they will be looking out for you and the money you worked hard for all your life. Not all financial advisors are the same. When considering a financial advisor to partner with, it’s important to know if they are fiduciaries, meaning they will be ethically obligated to work in your best interests to help you reach your goals.
Read moreWe understand the importance of having a solid financial plan. As your life changes, so should your plan because those life changes can cause changes in your goals and your risks.
Read moreDo you want to start investing but fear you will be buying in at the top of the market? Well, what if I told you there was a way to invest in which you could take emotion out of the equation altogether? Not only banishing market anxiety but actually taking advantage of dreaded market volatility.
Read moreAutomatic contributions to savings or investments are a crucial step in building a stable financial foundation. By paying yourself first (saving as money comes in), you will see less money sitting in your account and, accordingly, you will spend less.
Read moreWhen I think about “the best investments I ever made”, they are not stocks, bonds, mutual funds, real estate, or venture funds they came from investing in myself and/or my practice.
Read moreIf someone is really eager or serious for guidance on investing, I will suggest that they do their homework. Most times, the information you need to start with is found a lot closer than you would expect.
Read moreTarget date funds may help encourage employees to participate in their company’s 401(k), but it’s important to understand how they work before choosing your 401(k)’s investment lineup.
Read moreToday’s mutual fund names and categories can still be confusing and/or misleading, read on….
Read moreWhen you are focused on goal-based financial planning, there are a lot of benchmarks to concern yourself with other than the hype involved in investment performance.
Read moreRecent market volatility and nervousness of investors makes this a good time to re-evaluate our current time frames and allocations for our investment accounts.
Read moreMany people think financial planning, investing, and retirement planning are a sprint to the finish line.
Read moreBuilding a Financial Plan that can withstand the risks of life is complicated.
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