I Know What You Did (with your money) Last Summer
I saw a rerun of the classic slasher I Know What You Did Last Summer. The low-budget slasher film starring Jennifer Love-Hewitt, Sarah Michelle Gellar, Freddie Prinze Jr., and Ryan Phillippe was about four friends who are being stalked by... Read More →
401(k) No-No’s
Want to know what not to do with your 401(k)? I’ve seen a little of everything in terms of no-no’s over the years. These are the classics. From borrowing too much, to being too aggressive or way too conservative. There... Read More →
Retired or Retiring Soon? Hire a Financial Advisor
It can be a tough job. Us poor financial advisors sometimes get a bad wrap! We are made out to be less than honest in many commercials, advertisements and frankly by our own kind. But some of us aspire to... Read More →
Upset? Avoid Major Money Decisions
It’s so easy these days to make money mistakes. It’s super simple when you are upset, angry or sad. If you are experiencing a major life event such as divorce or death of a spouse, decisions can be easily influenced... Read More →
5 Financial Lessons from a Financial Advisors Dad
Father’s Day is right around the corner. I love my Dad. I cannot figure out what to get him every Father’s Day. However, he did pass along a nice gift to me. I am grateful that he taught me a... Read More →
4 Reasons to Avoid Multiple Financial Advisors
Many investors I talk to use multiple advisors. When I ask why, I commonly get the response, “I don’t want to put all my eggs in one basket.” That defines diversification for investments and that’s smart. It may not be... Read More →
4 Ways to Improve Your 401(k) Returns
Wondering how to boost those returns in your 401(k)? Is there really a way to make more money in my 401(k)? Actually, there are a few things you can do to help improve your 401(k) performance.No, it doesn’t involve the... Read More →
5 Financial Advice Givers You Need To Ignore
You’ve probably needed some money advice recently. Whether that was about saving, spending or investing. The thing is, money advice comes at you from every direction and there is an endless supply of it. Who did you turn to? Family,... Read More →
Should You Use Your Savings to Pay Off Debt?
Most of us have savings and some debt. From time to time you’ve probably wondered if you should just get rid of the debt by using some or all of your savings. First, everyone’s situation is a little different. Each... Read More →
Changed Jobs? Rollover Questions Answered
Did you just change jobs? Have a IRA Rollover or 401(k) you haven’t moved yet from a previous employer? I received a couple of calls in the past few days from my 401(k) clients. Thank you by the way, it... Read More →