Imagine that you have a 200-piece jigsaw puzzle scattered in front of you. Where would you start? When I ask people that, most say they would start at the corners where they figure it’s easier to piece together all those interlocking shapes. Likewise, many people just dump their box of investments on an advisor’s table […]

When seeking the services of a financial advisor, you aren’t just finding someone to manage your money; you are finding a partner to manage your future and your legacy. That’s a big deal. It involves more than just a directive about growth percentages or investment numbers; it should start with your priorities. You, your spouse, […]

Finding the right Financial Advisor to be your guide through Distribution Land is extremely important. How can you be sure whom you are dealing with? How do you know who will have that fiduciary responsibility to watch out for you? To get you started here are 5 questions to ask or check for as you […]

In the process of retirement income management, the key is finding the right balance that suits the retiree. I talk often about how important that individual aspect is to retirement planning. (See link to Series 1, post 3 ‘Who Is the Client, You or Your Money’) Download: https://fwm.infusionsoft.com/app/linkClick/38075/67cd5e7a1593fbfd/949500/f9c6c1eaae1468fb Ideally, you need to know if you have […]