by Money Guy | May 1, 2017 | Blogs
So, you have some semblance of a financial plan, but do you know if it’s built to withstand an unexpected setback? We have a saying around here that you will never know how good your financial plan is until it’s put to the test. It’s not until the market takes a dive...
by Money Guy | Mar 31, 2017 | Blogs
2008 is a recent reminder of how conflicts of interest can play out in the financial industry. Since 2008, regulations – namely the Dodd Frank Wall Street Reform and Consumer Protection Act – have been passed and implemented in an attempt to decrease the risks...
by Money Guy | Mar 3, 2017 | Blogs
Working with a financial professional should provide value to you and your financial life. But when you’ve had a negative experience with a financial advisor, it can be challenging to overcome successfully. Is this you? Have you had a bad experience with a financial...
by Money Guy | Feb 15, 2017 | Blogs
When it comes to selecting the right financial professional for your specific needs, it might not take long before you scratch your head wondering where to start or what qualities and credentials are non-negotiable for you and your family. Simply log onto the internet...
by Money Guy | Jan 7, 2017 | Blogs
Whether you’re 30 years old or 60 years old, planning and preparing for retirement is something no one wants to screw up. When you’re younger, you may be hoping or wondering if you’re doing everything you should be in order to secure your financial future decades from...
