November 2016

Why should you hire an independent financial advisor?
Financial Planning
Portfolio Management
Retirement Planning
Video Podcast
/ By
Admin

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.

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Rule #1 For your financial future: there is no “I” in “team”
Blog
Financial Planning
Portfolio Management
Retirement Planning
/ By
Admin

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 and tax & estate planning advice should work together as your team, to provide professional advice that is suitable for you and in the best interests of your business or family.

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Roth IRA – maximize retirement live securely
Blog
Financial Planning
Retirement Planning
/ By
Admin

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 maximum amount -which in 2016 is $5,500, if you are under the age of 50, and $6,500 if you are age 50 and older. Do this every year consistently until you retire.

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Four Ways to Improve Your Financial Well-Being
Blog
Financial Planning
/ By
Admin

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.

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