You see the signs all over the place… “We Accept 401k Rollovers”. Apparently people are taking banks and other financial institutions up on the offer to roll over their 401k into an IRA, otherwise they…
Read More
8 Reasons You Should Hire A Financial Planner In 2016
Americans are financially stressed out. But very few are actually paying for financial help. Many of these people could benefit from hiring a quality fee-only financial planner. Think it’s not affordable? Think again. Basic financial…
Read More
How Traditional Financial Services Take Advantage Of Doctors
Many people in financial services are not looking out for your best interests. I wanted to share a real story from a client we work with to help show you what’s happening. This type of…
Read More
7 Habits Of Wealthy Physicians
Creating wealth is easier said than done. Save before you spend. Pay in cash. Spend less than you earn. Pay your debts asap. While these are all good points, marking them off your financial goals…
Read More
Does your Financial Advisor Sell Advice or Products?
Have you ever tried to make sense of all the different types of financial services job titles that exist? I hope not… because you’ll find it really makes no sense. Here are a few titles…
Read More
How Do Financial Advisors Get Paid?
When looking for the right financial advisor, it can be tough to know where to begin. You know that you’d like help with your money, but you want to know that your advisor is giving…
Read More
When Should You Hire a Financial Advisor?
If you want to do more with your money and achieve your financial goals with confidence, assembling the right team to help you is critical. Many people feel uncertain about whether or not they should…
Read More