Does a Soon-To-Be Retiree Need a Financial Planner?
You are about to retire – things are going to change. Do you need a financial planner to have a successful retirement?
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Like Doctor, Like Advisor: Understanding Your Financial Advisor’s Compensation
As much as we would prefer a world where doctors could focus exclusively on addressing our health care questions strictly according to our highest interests,…
How Risky Should Your Portfolio Be?
Would you rather have a guaranteed $10,000 today, or the opportunity to earn anywhere from $5000 to $20,000 over the next twelve months? Are you…
2016 in Review
It’s hard to think all the way back to January 2016, but the year began with a bit of a shock when US stocks had…
Post-Election Reflections
Now that the election is behind us, it is safe to say that Trump’s victory was unexpected. Just like the Brexit vote back in June,…
What is an Investment Policy Statement and Why You Should Have One
An Investment Policy Statement (IPS) is a document designed to establish a clear understanding between an Investor and an Advisor as to the goals and…
It’s Never Too Early to Teach Good Money Habits to Our Kids
Evidence suggests that one’s ability and willingness to save is the greatest predictor of long-term wealth and ultimate financial independence. Therefore, it is never too…
Taxation of Inherited Annuities
Annuities are complicated products that often cause much confusion for annuity owners, let alone their beneficiaries. There can be significant tax consequences associated with the…