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Tag: Financial Advice

Investment Advice Is Not Financial Planning

Investment advice is not financial planning. This is an important distinction to understand when you go shopping for financial advice. Do you only need help with investment decisions, or do you need guidance on all aspects of your financial life? Investment advisors...

Asking For Help When You’re Financially Stuck

What do you do as a driver if your car gets stuck in the mud or a snowbank? You probably try shoveling, rocking the car back and forth, or putting something under the wheels. Sometimes, though, you can’t get unstuck by yourself; you have to call for help. What...

Why We Avoid Getting Advice From Financial Professionals

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...

Avoid “Emergency Room” Financial Planning

“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...

When Ethical Financial Advice is “Don’t Hire Me”

“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...