Watch this video on YouTube One of the most important factors affecting the success or failure of your investments is also one of the least visible: fees. When it comes to selecting managed financial investments like retirement plans, mutual funds, exchange-traded...
No. 72 of 106 Things We Do For Clients Remain only a telephone call, email, or text away to answer financial questions for you. If there is one thing we are, it is “available” to respond to your questions. In today’s connected society, we can be sure the...
Watch this video on YouTube One financial goal held by many of my clients is to help pay for their grandkids’ education. This generosity can foster gratitude and family closeness. Unfortunately, it can also foster resentment and family misunderstandings. Here...
No. 71 of 106 Things We Do For Clients Actively keep in touch with you. One of the major complaints we hear about financial advisors is “I never hear from them unless they want to sell me something.” Financial advisors who “sell” only their...
Watch this video on YouTube Retiring on a million dollars. The idea may evoke images of lavish retirement homes or luxurious travel. But let’s take a closer look at the real lifestyle that $1 million of retirement savings will afford. It’s reasonable to...
