Millennials in Search of Advisors: Financial Advisor
Millennials need assistance planning for retirement, but many advisors do not want to work with young people who have few assets. The solution may be [...]
DC Plan Loans Require Diligent Management
“Because the Department of Labor views plan loans as investments, they should be treated with the same level of care and scrutiny as any other [...]
“4 Tips That Make Investing in Retirement Easy”
Retired investors should think their strategy to account for risk, expenses and inflation. Most investors know that selecting the best asset allocation is critical to [...]
What Is an Interest-Only Mortgage?
Homebuyers considering an interest-only mortgage now face tougher requirements. If you lived through the late-2000s housing crisis, the phrase “interest-only mortgage” might make you shudder. [...]
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Retirement Savings Strategies
Preparing and Planning to Minimize Taxes in Retirement While taxes are a fact of life, the amount you pay is NOT. Having a fixed income [...]
Pink or Blue Money?
Are You Speaking the Same Financial Language as Your Spouse? Ever think you and your spouse are speaking different languages when it comes to financial [...]
What is a Financial Advisor?
https://vimeo.com/640190688 As a financial planner, I chose to pursue voluntary certification as a CERTIFIED FINANCIAL PLANNER™. This certification requires that I act solely in [...]
