One in four Americans didn’t get a routine medical checkup in 2019, and 3.3 million Americans have never had a regular checkup. These alarming statistics were presented in a March 18, 2020, Business Insider article by Zoe Ettinger. The flipside of these numbers—which...
Why do we put off taking action that is important to our financial health? Last week we explored some of the financial “emergencies” that can be avoided with planning or prevention. It’s easy to understand why planning is so important. It’s less easy...
“An ounce of prevention is worth a pound of cure.” Most of us are familiar with this tidbit of immense wisdom. That doesn’t necessarily mean we follow it when it comes to either our physical or our financial health. According to a Modern Healthcare...
One of the most common reasons new clients seek me out is the loss of their long-standing financial advisor. It’s not unusual for someone to have been with the same advisor for decades. I have clients that have been with me for over 40 years. In my experience, the...
“If I was your financial adviser, I would tell you that engaging me is not a good deal for you.” I’ve told hundreds of prospects this over my nearly 40-year career as a financial planner. I can make a good argument that almost everyone would benefit from...
