fbpx

Month: May 2017

106 Things We Do For Clients, No. 27

No. 27 of 106 Things We Do For Clients Review your existing annuities and similar deferred accounts. There isn’t much a financial advisor does that is more time-consuming than fully analyzing an annuity. Most annuities are not well understood by those that own them....

Financial Success and IQ

Watch this video on YouTube “The higher your IQ, the greater the probability you will earn more than average.” Like many people, I have believed this common money script to be true. It seems to make sense that the smarter you are, the more likely you are...

Happiness While You Work

Watch this video on YouTube According to a new global survey on work and happiness, a significant number of us aren’t very happy about our workplace. That’s especially unfortunate, since working is how most of us spend the majority of our waking hours. The...

106 Things We Do For Clients, No. 26

No. 26 of 106 Things We Do For Clients Monitor your investments. You may have heard of an investment strategy called “buy and hold.” There are a lot of conflicting opinions about what the term means. It’s rarely a good idea to literally implement...

When Financial Experts Disagree

Watch this video on YouTube As discussed in last week’s column, even if you are working with a financial planner, at times you may also need the services of a financial specialist such as an attorney, accountant, or insurance agent. In a situation where the...