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Archive for August, 2017

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Key Questions to Ask Your Financial Advisor:

Key Questions to Ask Your Financial Advisor:

Regulators have still not finalized how to get investment and insurance advisors to work in client’s best interests. This means it’s your job. Ask these questions to find out if your advisor is working in your best interests. Our answers are in blue: Are you always a fiduciary and can…

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Kids Need Hands-On Lessons to Manage Money

Kids Need Hands-On Lessons to Manage Money

Kids are unprepared for inheritance because families don’t talk about money. Gifting college-age kids money in a brokerage account is a good start. To teach kids about taxes, get them to prepare a return by hand while their taxes are simple and still easy. http://www.barrons.com/articles/heirs-need-hands-on-financial-lessons-1503421971  

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Golfing and Rocking Chairs can get old fast!

Golfing and Rocking Chairs can get old fast!

Retirement – Many people dream of the day when they will not have the stress or daily demands from their employer, customers, and colleagues. For some, the work is not satisfying or it is just not a pleasant environment to work. No matter the reason, most people only focus on…

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