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What is Financial Planning?

What is Financial Planning?

Financial Planner. Financial Advisor. Investment Advisor. Or even an Investment Adviser. Do these terms create vibrations of stress in your life? I’m going to tell you exactly what I do for clients – not as a sales pitch, but so that you may be able to take some of this away and apply it in your life.

Don’t Set It and Forget It

Don’t Set It and Forget It

Ok, so you’ve bought into ignoring short-term market fluctuations, but it’s likely not that simple. In my experience the idea of investing for the long run can fade quickly when the market gets stressed.

Never Take Advice that Drives Compensation for the Advisor (Without Knowing It)

Never Take Advice that Drives Compensation for the Advisor (Without Knowing It)

Would you ever go to a Toyota dealer and ask a salesman whether you should buy a Toyota, a Ford or a Mercedes? Of course not. The Toyota salesman is paid to sell Toyotas so we already know what his answer will be.

Understand the Risk Your Company Stock Creates in Your Financial Life

Understand the Risk Your Company Stock Creates in Your Financial Life

Is the amount of stock you have accumulated starting to look large to you? Do you want to be sure you are doing the best thing with this important asset?