Your life is in constant motion. And, as your life situation changes, your goals may change or you may experience a transition that forces you to take action. Your financial plan should reflect your life. Financial planning is not a one-and-done deal but, rather, a long-term relationship that helps you take control of your future by providing ongoing support and advice.
Selecting a trusted financial partner to work with is one of the most important decisions you can make for your financial future. Whatever you hope to achieve, it’s our mission to simplify the complexities of your financial life so you can focus on what matters most.
When you look at your overall financial picture, what do you see? Do you have a unified, strategic, and focused portfolio with every piece of the puzzle working together to get you to a specific goal? Or do you have a 401(k) here, an IRA there, a Brokerage Account somewhere else? Do you remember why you purchased certain products or opened particular accounts, or is your financial plan all over the place?
Divorce is hard enough, but these 5 common divorce settlement mistakes can make it even harder. Read on to discover these common mistakes so you’re better prepared to avoid them and proceed more smoothly into your next stage of life.
Life, even in a normal time, is full of change. Then we have a year like the one we just walked through! After months of our lives being turned upside down by COVID-19, change and uncertainty have become the norm. Some states and counties are still pretty locked down, while others have reopened. Some schools are open to in-person instruction, while others are providing distance learning. To say this is a stressful and confusing time is an understatement!
After 25 years as a financial advisor, I’ve learned a few things about creating a successful financial plan and mindset. Here are my three top financial lessons.
There’s no better way to choose a career than by gaining unexpected, first-hand experience that opens your eyes to how many people need the help you could offer. That’s my story at least. Out of tragedy came a passion and a commitment that has led me to where I am today.
Now that the election has been decided, let’s take a look at how much power a President has over the economy, and what you can do about it all.