Don’t You Appreciate Good People? From the online article by Urban Intellectuals comes the feel good story about a man blessed with much helping someone with less. What’s better than scoring touchdowns in the NFL? For former NFL great Warrick … Read More
Monthly Archives: September 2015
Did you ever ask your financial advisor, “Are you a fiduciary?”
I was asked recently if I was a “fiduciary”. I had to ask what they meant with their question. “Fiduciary” always meant to me the same thing as “trustee” as with a trust or acting in a manner having been … Read More
Financial planning is not just for the elite 1% – You might not have thought of everything!
In a recent article by Forbes it was articulated why financial plans are not only for the 1%. This is #7 of their top ten reasons. ” 7. It will help you identify risks you hadn’t thought of. Part of … Read More
Financial planning is not just for the elite!
In a recent article by Forbes it was articulated why financial plans are not only for the 1%. This is #10 of their top ten reasons. ” 10. It will help you live more comfortably. Those with a plan are … Read More
Women, Money, and the Long-Term – Do you focus on yourself?
How many long-term financial decisions have you made for yourself? How steadily have you saved and planned for retirement? Have you looked into ideas that may help to lower your taxes or preserve more of the money you have accumulated?