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 →
How a Financial Advisor Wastes Money
Wasting money is a big regret of mine. I see the long term effects of it in my profession. Every single one of us wastes money on something. It may be a hobby or even a habit. I also have... Read More →
My Son’s First Paycheck and His Tax Revelation
We all remember that first summer job after our 16th birthday. Some of us can remember busing tables, working the drive thru window or mowing yards for some extra money. All three of my kids were swimmers and the natural... 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 →
The One Page Financial Plan Book Review
Planning and investing just aren’t simple. But they can be. That’s just part of the message from Carl Richards new book, The One Page Financial Plan. This is the second book I’ve read from Mr. Richards, the first being The... Read More →
Can You Have Too Much Life Insurance?
Everyone makes mistakes. Heck, I make them all the time! I’ve been doing a number of financial plans lately. Within each financial plan I review life insurance needs as a part of the risk management section. Lately I’ve found many very... 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 →
New Year, New Me Crap Again
Every New Year people make resolutions to lose weight, improve their finances and strengthen their relationships. I call it the New Year, New Me Crap. We all want a fresh start with a New Year. However, most people who get... Read More →
My 10 Favorite Posts from 2014
I wrote quite a few articles this past year. Today I wanted to provide a list of my favorite posts of 2014. All of these are from my blog, The Diligent Advisor, and all are from 2014. Perhaps you missed... Read More →