Just when you thought you’d seen it all, a new type of scam has come up where people are impersonating financial planners. I guess impersonating police officers got too boring. You may have noticed that financial advisors’ careers aren’t cast…
It feels unoriginal, but what kind of financial planner would I be to not even acknowledge the latest tax bill? There is a LOT going on with the bill (remember, it’s Big), so I’m going to focus very narrowly on…
Tariffs, world unrest, inflation, politics, actual ticks – things are going to happen, but people still want to finish their basements. A common question that comes up in financial plans is, “How can I pay for my house improvements without…
It’s hot, you’re cranky, and you have a baseball tournament/music festival/company picnic/outdoor wedding/high school reunion/hot flash to attend. Never fear! Your friendly financial advisor has some little luxuries to help turn your roofer-sweat into an Instagram-worthy glow. Arctic Air Pocket…
You know who stresses less about stock market volatility? People who have a financial plan. According to the Goldman Sachs 2024 Retirement Survey and Insights: 40% of people with a financial plan feel comfortable managing their savings and investments, compared…
Occasionally people ask if they should have their adult children sit in on their retirement planning appointments. While I am all for meeting the whole family, the answer to this question depends on your situation. For some, letting Junior know…
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