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Year: 2015

Ways Not to Choose Financial Advisors

Watch this video on YouTube Many people who are financially successful are comparison shoppers. They pore over ratings in consumer magazines, read website reviews, and compare scores of products before buying even everyday products like coffee or toilet bowl cleaner....

Studies Show Tangible Value of Financial Planning

Watch this video on YouTube Some professionals know immediately when their work has a positive impact for their clients or customers. An electrician finds a short in the lighting system and restores power. A car mechanic makes a repair and sends someone on their way....

Real Estate Has a Place in a Diversified Retirement Portfolio

Watch this video on YouTube What’s the best way to hold real estate in a retirement portfolio? For many investors, the answer seems to be “not at all.” That’s not the right answer. This asset class, appropriately owned, can help support you...

Rick Cited in Article with Financial Advice for 2015

Before you make any financial resolutions for the New Year, you might want to check out an article by financial planner Paul Fain, “Advice from around the country for 2015.” He asked several financial planners, including Rick, for their suggestions to...