Hiring a financial advisor can be a great way to navigate the complicated financial scene and safeguard your future. But not all advisors are created equal. Here are 5 qualities to look for when you are deciding which financial advisor is right for you: 1. Personality. Your financial advisor’s personality may not seem like that big of… Read More
After recent high-profile security breaches at major retail stores like Target, Neiman Marcus and Michael’s, millions of consumers are left wondering if they should return to using cash instead of credit and debit cards, as well as other cash-free customer payment systems. But, in an increasingly technology-driven society, will security threats make cash king? Not necessarily. Some credit card… Read More
A Roth IRA can be a smart way to save for a child’s education or fund continuing education classes. However, the key is to maintain the right amount of risk depending on when the money will be used for college expenses. Education Planning doesn’t have to be complicated, especially with the guidance of a respected financial adviser. According to… Read More
When it comes to estate planning, choosing an executor is one of the most important roles to delegate. Basically, their job is to make sure that all requests and wishes made in your will are fulfilled, from arranging the funeral to managing personal assets. As you can guess, there’s usually quite a bit of paperwork… Read More
Recently I met with a couple that was referred to me by a long time client. At the meeting a comment was made that if a “financial advisor” starts talking to you about your taxes and estate planning you should run away. I know that sentiment is out there, because this was surely not the… Read More
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