Blog
I like to provide insight that challenges accepted practices in the Financial Services Industry. My goal is to have content that is unique and designed to help clients make informative decisions when selecting a financial advisor or wealth management firm.
A Look at Tax Planning for Retirement
After years of saving and planning for their golden years, many people nearing retirement fail to consider the tax burden they may face on income they receive after they stop working.
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Dos and Don'ts for Investing During the Holidays
In the world of investing, the "holiday effect," as it is often referred to, is a phenomenon where stock prices see an increase right before a major holiday.
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The Most Common Estate Planning Mistakes and How To Mitigate Them
In the realm of estate planning, the ripple effects of our oversights often linger long after we're gone, impacting the lives of those we leave behind.
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Ringing in the New Year in Your Golden Years
Whether you are just entering your golden years or are already several years in, setting goals to stay on track and maintain your health, happiness, and finances is essential.
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Your Traditional 401(k) Year-End Review Checklist
A 401(k) plan is one of the most popular and effective techniques for saving for your retirement. A company will automatically withdraw and contribute money from each paycheck to your 401(k) plan.
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Elder Care, Caregivers, and Estate Planning: What You Need to Know
If you or a loved one are approaching the point of needing elder care, you may be wondering what your options are. What level of care is right for your situation?
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High Earning Women and Wealth Management
In the U.S., women control a third of household assets. But by 2030, U.S. women are expected to control much of the assets that the baby boomer generation will pass to heirs, roughly 30 trillion in assets.
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Understanding Capital Gains Taxes and Planning
Capital gains taxes might sound like a complex financial term reserved for Wall Street tycoons, but in reality, they touch most investors and many homeowners.
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Navigating the 4 Phases of Retirement
Retirement seems like a long way off, but it arrives faster than you think. The big question is, are you ready?
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4 Reasons Working with a Financial Professional Is Not as Scary as You Think
For some people, the thought of using financial services is a scary experience. It involves planning for a future where you may not know how the economy may be, how your health may be, or what your financial needs might be.
Read MoreSocial Security and the Roth IRA - A Potentially Powerful Combination
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Do You Even Need A Financial Advisor?
How often have you asked yourself this question? How do you know if your needs warrant the service and cost associated with a financial advisor? Determine The Need Engaging an advisor to help you determine if you actually need an...
Read MoreAre you really getting a straight answer when you ask your financial advisor, “Are you a fiduciary?"
Let me start by giving my own opinion on this question: No. This may be concerning to many who read this viewpoint. I’m willing to say, I’ve even lost a few prospects due to my honesty when answering this question. So what...
Read MoreMarket Volatility and Psychological Stress: Is Downside Protection Taken for Granted?
2020 has been, in my opinion, a year that has tested the boundaries of volatility and stability in client portfolios. I thought it would be a good idea to remind investors why equities blended with fixed income under several...
Read MoreOpinion: 3 Warning Signs Your Financial Firm May Not Be Acting As Your Fiduciary
Fiduciary- you may have heard many financial services firms use this word in describing their commitment to providing independent advice to clients. But, can the actual decisions, size and service (or lack thereof) strategy of the firm...
Read MoreIs Your Financial Advisor Working For You?
Is your financial firm or advisor working for you or are they working for a product company? How would you know? Here are a few scenarios to consider when pursuing a new advisor or evaluating your current wealth management firm. The...
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