Were you one of those fortunate enough to receive a large tax refund this year? Are you now wondering what to do with all that extra cash? It might be tempting to just go out and spend it all, but there are so many better ways to put that...
Category - Financial Advisor
Discover How to Protect Your Assets at Each Life Stage
Do insurance options seem overwhelming at times? It can be tricky to navigate the many different plan types and terminologies to find the right fit for your needs. Unfortunately, most people know very little about insurance, 90% of Americans...
10 Important Financial Planning Actions To consider during an...
An economic crisis is a situation where a country experiences a financial plunge. It affects the GDP value, as well as reduces liquidity in the system. It also causes drastic market fluctuations and can lead to inflation or deflation. What is more...
What Is A Fiduciary Financial Advisor?
A Real Fiduciary is someone who is legally obligated to give you advice that is in your best interest. It doesn’t make sense to pay for financial advice when the advice doesn’t have to be in your best interest. Period. A Real...
Not All Bonds Are Created Equally
Stocks have been the focus over the past couple of months. When you hear about the “market,” they are referring to the stock market. When they discuss that the “futures are up” or the “futures are down,” they are talking about stocks. Everybody...
How to Tell if Your Financial Advisor Cares for You
Having a good financial advisor is a major part of organizing and maintaining your wealth, but all too often, people get frustrated with the advisor-client relationship because their advisors are only in the business for the money. In many cases...
What is a Self-Directed IRA and Should You Use One?
Retirement planning is crucial for everyone, whether you have thousands in the bank or millions. But affluent individuals looking to maintain long-term wealth may need to consider vehicles for retirement savings differently than most to ensure the...