The most common financial planning complaints are not about the financial planning process. The most common financial planning complaints are criticisms about the business and the advisors. When I interview a new client from another financial services company, I always ask, "what … [Read more...] about Five Common Financial Planning Complaints
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What Is a Good Stock Tip?
Good stock tips are everywhere! Aren't they? There is no shortage of opinions on which stock will be the next winner. Cable news, news publications, and social media are full of opinions on the next best investment. With so many people giving their view on a good stock tip, how … [Read more...] about What Is a Good Stock Tip?
How to Invest a Million Dollars in the Stock Market
How to invest a million dollars in the stock market should be no different from investing a hundred thousand, ten thousand, or a thousand dollars. The key is using the KISS method, keep it simple and straightforward. Three simple questions Ask yourself these three simple … [Read more...] about How to Invest a Million Dollars in the Stock Market
Dumbledore’s Investment Advice
Albus Dumbledore could have given sage investment advice. He was an incredibly wise man. Fictional, yes. But his character could give wise investment advice that many should strive to incorporate in their approach to saving for the future. Here are four key pieces of … [Read more...] about Dumbledore’s Investment Advice
Direct Indexing – simplicity and control
One of the biggest fears that people have with money is running out of it. It doesn’t matter if you have a lot of money or a little. Running out of money is anxiety shared by many. Think for a minute, do you or someone you know still hide cash at home? Why do you think so many … [Read more...] about Direct Indexing – simplicity and control
Active vs. Passive Investing and Direct Indexing
Which is better, active, or passive fund management? In some circles, that question is as contentious as politics. Instead, there is a better question to ask. When is the best time to use each investment style? In the right situation, active management can shine. And in the … [Read more...] about Active vs. Passive Investing and Direct Indexing
Investing in ESG for Your Future
Retirement Investing That Follows Your Morals and Beliefs. One of the biggest fears that people face in retirement is running out of money. And at one time or another, almost everybody, including retirees, faces a moral money dilemma too. That is, most people know that they … [Read more...] about Investing in ESG for Your Future
The best retirement income strategy video.
Figuring out the best retirement income strategy can be a challenge. If you make a mistake, you might run out of money during retirement. If you can answer the three questions I list in this video, you will have made the right choice. After you hear the first question, you'll … [Read more...] about The best retirement income strategy video.
The Systematic Withdrawal Plan for Retirement Income
The Perfect Plan Imagine retiring and having a perfectly efficient plan for using your money. A plan that allows you to have enough money to last as long as you live. And a perfect plan that enables you to use every penny that you have before you leave this great big blue and … [Read more...] about The Systematic Withdrawal Plan for Retirement Income
Building a retirement income floor with Social Security.
Building an income floor is the most crucial concept for a retiree to understand. The number one risk that you face in retirement is longevity. Income flooring will enable you to be assured that no matter how long you live, you will not run out of money in retirement. … [Read more...] about Building a retirement income floor with Social Security.