Posts in Financial Advisors
Why Is Financial Planning Important

"What gets measured, gets improved", is a common saying that's been going around the blogosphere for a while now. It applies to all aspects of your life, such as meeting a daily calorie goal or walking 10,000 steps.

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I Have Enough in the Bank. Why Should I “Waste” Money on Life Insurance?

Let’s face it – no one likes to pay insurance premiums. While we may experience moments of gratitude for having health insurance coverage, fire and flood insurance, or car insurance, many people dream about the day when they will finally be wealthy enough to just forget about insurance altogether. After all, if you have enough money in the bank to take care of life’s curveballs, why give any of it to the insurance company?

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Focus on Fiduciary

What do you think about when you hear the words “financial advisor”?

High pressure sales techniques, obscure products with hidden fees, secret incentives to agents – the list is long and rather unflattering. How did we get here? And, more importantly, how can you choose the right professional to partner with if you don’t want to undertake managing your own money?

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Financial Planning 101: Know What You Want

If you are thinking about a financial plan, start with some soul-searching.

Simple automated retirement calculators are everywhere these days. Just run a quick Internet search, and the tools might just convince you that financial planning is all about filling in the blanks.

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