5 Money Lessons from Monopoly
Monopoly was definitely one of my favorite board games growing up. I loved playing with my kids too. What other board game would a financial advisor want to play, right? Boy did we fight and argue with this game (Not as much... 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 →
The Stupidest Investment Question Ever
Believe it or not, September is home to Ask A Stupid Question Day on the 28th! So in honor of Ask A Stupid Question Day, I conjured up a Diligent Advisor article. In fact, thank goodness for the inspiration because... Read More →
Columbo Had His Questions, But He Never Hired a New Financial Advisor
I don’t know if you remember the 70’s television detective show Columbo. I may be showing my age even bringing it up! Peter Faulk starred as the L.A. homicide detective in the show. He was very messy and absent-minded. So... Read More →
5 Things You Should Know About Your 401(k)
Confused about your 401(k) plan at work? Don’t know what you don’t know? The majority of Americans have access to a 401(k) plan at work. In this article, I’m going to clue you in on a few things you need... Read More →
Investment Lessons From Forrest Gump
Forrest Gump is one of my all-time favorite movies. Every time it is on TV I just have to watch it. I find myself quoting lines from the movie all the time! The movie is full of fantastic life lessons.... Read More →
Are You Flushing 401(k) Money Down the Toilet?
Are you making the most of your 401(k)? Are you flushing money down the toilet in your 401(k)? The short answer…you might be. This article will focus on saving money that is already yours. Here are four ways you may... Read More →
Not Counting on Social Security? Here Are 5 Alternatives
Every day we hear estimates about how much longer before Social Security runs out of money. Especially during elections. With the population living longer and more people collecting, it’s putting Social Security in a predicament. According to a study by... Read More →
When Do You Dump A Poor Performing Investment?
Do you have a stinker investment in your portfolio? Trying to figure out if now is the time to apply the portfolio Lysol? I recently got this question from a friend of mine. He wanted to know how you know... Read More →
Meeting With A Financial Advisor? Here’s Some Tips
So you’ve finally decided to seek out a financial advisor for some help? Most financial advisors, including me, offer our prospective clients an initial free meeting. My advice is to meet with at least two or three so you can compare... Read More →