Trusting someone with the important task of guiding your financial plan isn’t easy. Add the sometimes-questionable and potentially biased fee structures of some financial institutions, it’s no wonder potential clients often come to me skeptical of costs in their search for an advisor. Read more…
Broker-Dealers vs. Registered Investment Advisors (RIA): What’s the Difference and Which is Better for You?
When you start thinking about hiring a financial advisor, there are an overwhelming number of questions to ask. Read more…
The Way We Compare Retirement Savings is Broken: Here’s Something Better
Am I on track? No matter the person, their stage in life, or their level of success, this is the ultimate question I hear as a financial advisor. What they specifically mean by ‘on track’ can vary by person, but most are curious to know if they have saved enough to retire comfortably. Read more…
Financial Resources for a Successful New Year’s Resolution
It’s like clockwork—the calendar changes, the new year is before us, and we start making plans. Setting goals. Determining areas of our lives that could use improvement. Read more…
Comparing Robo-Advisors to Traditional Wealth Managers: What is Better For Your Needs?
If you’ve outgrown DIYing your investment management strategy, you have two options — use a robo-advisor or work with a wealth manager. Read more…
What Should a Financial Planner Do for You?
Is financial planning a good idea? The short answer is yes, it is definitely a good idea if you want to secure a strong financial future. Read more…
Is it Worth Paying a Wealth Manager?
The wealth management industry currently has assets under management (AUM) above $100 trillion. That number is estimated to reach $145 trillion by 2025. More and more high net worth Individuals (HNIs) — people with investible assets over $1 million — are trusting their financial planning to Read more…
How Do Financial Planners Get Paid?
Carefully planning your financial future helps you meet goals and provide for loved ones and future generations. However, choosing the right types of investments, insuring your livelihood and possessions appropriately, minimizing tax liabilities, and crafting an estate plan can be difficult without Read more…
Importance of The Family Meeting
My grandfather (we called him Pappy-O) passed away recently, after almost two years of entrapment in his body and his mind. He was the father of three children, grandfather of six, and married to my grandmother (Mammy-O) for 65 years. For most of those years, he drank a cup of coffee with her every Read more…
The Real Cost of DIY Finances
With a few practical skills and knowledge, DIY projects in your home or car can save you money. Financial planning, however, isn't the same as painting a room or replacing a headlight. In fact, DIY financial planning can cost you more than you think compared to the cost of professional help. Read more…
