I recall a wise man who was short on words, but long on wisdom saying, “Roth IRA – Maximize Retirement Live Securely.” Well, that pretty much sums it up, doesn’t it. If you want to get the most out of your retirement years, then you should start by opening a Roth IRA account, contribute the …
Year after year millions of Americans make New Year’s resolutions, but why wait until the New Year to begin practicing healthy personal financial habits? Here are four ways to improve your financial well-being. If You Want To Improve Your Financial Well-Being Do The Following: 1. Practice giving instead of lending. Hopefully, you will find these …
A question that you may have asked yourself is why you should hire an independent financial advisor? A common question that I hear from people who are not familiar with the difference between a financial advisor who is independent vs. those that are employees of brokerage firms is, “Aren’t you guys all the same anyway?” …
Why should you hire an independent financial advisor? Read More »
Here is rule #1 for building your financial future. Whether you are a business owner, or an individual, you may rely on the advice and guidance of various financial professionals who may not be working together, as a team on your behalf. In a perfect world the people who provide financial planning & retirement, investment management …
Rule #1 For your financial future: there is no “I” in “team” Read More »
