Investing

cost of investments

What’s with the Labor Department’s Fiduciary Rule, and Why Should You Care?

I’ve written elsewhere on my blog about the importance of working with an investment adviser who operates with your best ...
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Use Your Tax Refund To Grow Your Nest Egg

According to the Internal Revenue Service, the average tax refund for 2015 was $3,120. It is forecasted that the average ...
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Did You Know That Your Child Could Graduate from College Only to Discover That a Robot Has Filled Her Dream Job?

How can you prevent this from happening? Anticipate and act now. Reexamine the career plan you are designing with your ...
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Build Your Retirement Income: Ten Tips for Getting Into the Investment Game

As a registered investment advisor, one of my specialties is managing money. As I do so, if my client is ...
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Make the Move

Now is an even better time to become our client. Charles Schwab & Co. Inc., (“Schwab”) with whom we custody ...
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Plan for More Gold in Your Golden Years: Goals Involving Asset Decumulation

We spend a good portion of our lives working to provide financial stability for our family and ourselves. This work ...
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Take Control of Your Finances – Look for Anomalies and Patterns

If you are the head of household for your family, you understand the responsibility that comes along with this honor ...
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cost of investments

How Much Are Your Investments Costing You?

If you like and trust your financial advisor, I’m glad for you. Having been in the advisory business for over ...
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Smartest Ways to Spend Your Tax Refund This Year

Last month the Internal Revenue Service reported that the average tax refund for 2014 was $3,034, up 3% compared to last ...
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Money, Career & Family: Planning for the Year Ahead Part 3

The family unit is the final part in this series not because it is of less importance than money or ...
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Money, Career & Family: Planning for the Year Ahead Part 2

In this part of our assessment we will take a look at your career performance and potential career transitions. Careers ...
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money and investing

Money, Career & Family: Planning for the Year Ahead Part 1

Three areas of significant impact – money, career and family – deserve to be thoroughly examined to help you plan ...
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How to Feel Good About Smarter Spending

How do you typically feel when you spend money? Do you feel guilty, excited, selfish or ashamed? We all have ...
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5 Ways to File Your Taxes This Tax Season

It’s that time of year again. Time to prepare and file your tax returns. It has to be done, and ...
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How Does Your Financial Advisor Make His Money?

The question, "How does your financial advisor make his money?" may initially seem irrelevant to your wealth management concerns but the ...
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How to Select an Advisor Who Will Act in Your Best Interest.

Working with a Registered Investment Advisor. Registered Investment Advisors must always provide you with advice that is in your best interest ...
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Are You Spending Your Way To Retirement?

Wondering what it means to spend your way to retirement? This is a great question and a common one, especially ...
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Educating Your Children Without Sacrificing Your Lifestyle (or Their Dignity)

So you're wondering where to invest in your child's education: at which point in the 16+ years of schooling would ...
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‘Charting the Good Life’: Your Invitation to a Series of Conversations.

As an investment advisor I help people plan for the future, conserve and manage resources so they can take care ...
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