Financial Planning

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  • Dec 12 2018
    roth ira
    Retirement Planning: Roth IRAs vs. Traditional IRAs

    When you start thinking about retirement, it’s important to carefully consider the type of IRA you choose to open. Read why we recomend Roth IRAs.

  • Nov 29 2018
    lady going over tax forms with calculator
    It’s the Season of Giving: Make Your Charity Giving Work for You

    Do you love giving to charity? Read how you can reduce the amount of taxes you will owe by taking advantage of the charity tax deduction.

  • Nov 1 2018
    older couple enjoying retirement and a glass of white wine
    Retirement Planning Strategies: 7 Year-End Mistakes to Avoid

    Some of the biggest mistakes advisors make involve IRAs and retirement planning. Protect your clients and add these seven strategies to your checklist.

  • Oct 10 2018
    stack of will and ira papers
    Where’s the Beneficiary Form…?

    Inherited IRAs are one of the biggest issues advisors deal with. Read these case studies to understand the importance of updating IRA beneficiary forms.

  • Sep 19 2018
    commissioned salesmen
    Another Example of Why Suitability Fails to Protect Clients

    Another reason why commissioned salesmen fail to protect their clients. Read this case study to protect you and your financial future.

  • Aug 23 2018
    blank
    Do You Really Know What You Are Paying Your Advisor?

    There is a big difference between "price" and "cost." Read how "cheap fees" are not the only way your advisor can make money off of you.

  • Aug 21 2018
    two clients sitting with and talking about finances with their advisor
    Simple Checklist for Choosing to Work with a Fiduciary Advisor or a Suitable Salesperson

    Wondering if a trusted fiduciary advisor is better than a suitable salesperson? Follow this simple checklist to decide for yourself.

  • Aug 20 2018
    a clicent asking her advisor some questions
    How to Know If Your Financial Advisor Is a Real Fiduciary? 10 Questions

    Here are 10 questions to ask your fiancial advisor to find out if they are a real fiduciary. Read to find out the "good" and the "bad" answers.

  • Aug 9 2018
    one care next to the same remodeled version
    Value Vs. Price: The Difference Between Celebrating Your Anniversary at McDonald’s Vs. Morton’s

    Quality and price affect even the smallest purchases we make. See if we think you should be price-conscious or value-aware when it comes to your money.