A question I get asked quite frequently from prospective clients, friends, and family is, “Do I need a financial advisor?” Obviously, everyone’s situation is different, so I’ll tell you what one of my college professors would say anytime I’d ask him a difficult question… “Well, it all depends.” You might need a financial advisor if…… Read More
How Do Financial Advisors Get Paid? (Video)
We’re starting a new series on the blog this week called the “Ask an Advisor” video series. The first question I’m going to answer is a question I’m asked on a regular basis and that is “How do financial advisors get paid?” Watch the video below to learn more about the three main ways a… Read More
What is Identity Theft and How to Protect Yourself
What is identity theft? Odds are, if you have a pulse and weren’t born yesterday, then you know the answer to the question “What is identity theft?” But, just in case you’re not sure, here’s a short definition… Identity theft is when someone else, without your permission, acts as though they are you. Although there… Read More
How to Be Wealthy: The ABC’s of Building Wealth-Part 1
The following post is part 1 in a 4 part series: “How to Be Wealthy: The ABC’s of Building Wealth.” Part 1 (this post) is an overview and parts 2-4 will go into more details regarding specific action steps you can take to build wealth. How to Be Wealthy? “It’s as easy as A-B-C…” In… Read More