Does the age of your financial advisor matter?
According to various studies and publications, the average age of financial advisors is somewhere between 51 and 55 years, with 38% expecting to retire in the next ten years. But does the age of your financial advisor really matter? Linkedin Average age of Financial Advisors For most of your life, a financial advisor is […]
Providing Care for a Loved one – Money is an Emotional Issue
If you are a caregiver or coordinating Care for a loved one, it is easy to get stressed regarding financial decisions. Money means different things to different people, and it’s a subject that many find hard to talk about. This makes it very challenging when making financial decisions for a loved one. Linkedin Personal views […]
Investing vs Saving – How Do You Balance Saving for Retirement with Other Savings Goals?
Many wonder how they should balance investing vs saving. This article will help you strike a balance that works for you. This is a question we hear all the time from our clients, especially those who still have another 20+ years until retirement. The further away retirement is, the more obscure of a concept it is and […]
Fiduciary Financial Advisor
“Fiduciary Financial Advisor” sounds good, but it lacks specificity. You need to avoid buzz terms and industry jargon. This article will describe how to find a real fiduciary. Connect on Linkedin “Googling” Fiduciary Financial Advisor My world revolves around defining fiduciary standards and processes, but I was confused when I first heard the term […]
Finding an Independent Financial Advisor
Finding an independent financial advisor is easy. Just google it. But does independence mean you are getting a better experience? There has to be a different way! Are you seeking unbiased advice? Are you frustrated that, try as you might, you just keep having the same experience over and over again? You attend […]