If the prospect of sending your child on their entry into adulthood isn’t hard enough, there is all the paperwork to decipher… the ACT/SAT, college applications, scholarship applications, and of course, the dreaded FAFSA!
How do you ensure that you are making a good recommendation for your client, especially when you are putting your reputation on the line?
Being an advisor has helped me better appreciate differing political opinions. I have clients across the political spectrum. This gives me a chance to listen to and care for all my clients, no matter what side or opinion they take.
An important part of building out a financial plan is determining goals. Goals help us look at a financial plan with the “end” in mind.
As this year exemplifies, stock markets have the tendency to do things we would never expect.
That’s when I realized, constructing a basement wasn’t all that different from constructing a financial plan.
Did you know that there are just four uses of money? They are Owe, Grow, Give, and Live.
Homes are commonly thought of as investments. It’s easy to see why. For most of us, it’s the single biggest thing on our balance sheets for years.
This year has reminded us of the many important roles that fixed income can play in portfolios.
One of the things married couples often do not consider in their planning is what I like to call the “Invisible Tax.”
It’s one thing to turn in the office keys and ride off into the sunset as a former W-2 employee, but what about those who started and built businesses?
Unprecedented! That word had been used ad nauseam in 2020.
