Category: Financial Planning
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Chances of Getting Social Security
“More young people believe they’ll see a U.F.O. than that they’ll see their own Social Security Benefits.” – Mitch McConnell When our company is preparing...
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Bitcoin is an Investment That Lacks Evidence and a Track Record
The news lately has been full of stories about the rapid rise and precipitous fall of the cryptocurrency bitcoin. However, even after falling from a...
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5 Considerations Before You Convert Your IRA to a Roth IRA
Some people get a dormitory named after them. Others get a park. Some get a street. Regardless, getting something named after you is an honor;...
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How to Invest Smartly: 5 Ways To Avoid Investment Deceit
In a study performed by behavioral finance expert Richard Thaler, two groups were given hypothetical portfolios. One group received performance feedback monthly, while the other...
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Three Variations of Retirement
There are three different variations of retirement that should be considered by everyone. Not everyone can pick and choose the dream retirement, but knowing the three...
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You should know this word: Fiduciary
What is a fiduciary? Why is this word important and subject to loud, arrogant arguments on Capital Hill? It isn’t child hunger. It isn’t healthcare....
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5 Investing Rules to Never Forget
“The individual investor should act consistently as an investor and not as a speculator.” – Ben Graham Let’s reset our assumptions about investing. This means...
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Do You Need A Financial Planner?
What does a financial planner do? Well, that depends. Many individuals refer to themselves as “financial planners,” but not all perform true multidisciplinary financial planning....
