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Category: Financial Planning

Best Financial Planning Tips for 2021 (and Beyond)

Building wealth is a choice. You can choose to sacrifice and save while living within your means or you may spend like there is no tomorrow with the hope that an inheritance or social security will save you. Unfortunately, this is a recipe for disaster as is financing your life with debt. Here are 10 keys to build the best financial plan possible in 2021 and beyond.

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3 Questions to Ask a Financial Advisor

How you invest your life savings is one of the most important decisions you will make in your entire life. I’ve worked with thousands of families spanning over two decades in the financial services industry. I’ve witnessed portfolios go through the dot com bust, the 2008 stock market crash, 9/11 and most recently the extreme volatility of the corona crisis. What I know to be true is that not all financial advisors are created equal and not all financial advisors are created ethical.

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What is a Fiduciary Financial Advisor?

Working with money is serious. I don’t see the money, I see the person, the couple, the children or grandchildren behind the face in front of me. They’ve spent 5, 15, 25 years or more, growing their financial nest egg to reach a goal of retirement or to help those loved ones around them. When I look across the table and stare them in the eye, I want them to know that I’m always serving them and their families as an independent fiduciary.

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