After 17 years as a CERTIFIED FINANCIAL PLANNER™ and an additional 6 years in the financial services industry before that, I have heard a lot of questions from people seeking to hire a financial planner…
Read MoreThe Top 10 Not-So-Common Financial Tips for the New Year
The world is filled with Top 10 lists of financial resolutions. All you need to do is perform a Google search. Many of the lists will likely contain these common tips: Maximize your 401(k), control…
Read MoreFinancial Outlook: How to Adjust to New President & Higher Interest Rates
There are financial, emotional, and personal questions you should ask yourself before you retire early. That way you have a road map to meet your goals. It’s a new year, and new changes are on…
Read MoreWhen Motorcycle Safety Tips are Not Enough
You have employed the best motorcycle safety tips in preparation for your adventure on the Open Road. You have taken motorcycle safety classes, checked your “scooter” to make sure it is road worthy, and are…
Read MoreStarting Over After a Divorce
Investing in your company plan is easy. The money comes right out of your check, and the investments are automatic. It’s the road, Alvin Franks chose for more than 20 years. His conservative plan for…
Read MoreThe Absolute Most Practical Quotes About Money – Ever
There are endless quotes about money. Some funny, some serious, some good, some bad, some useless and some practical. Ah – those are the ones we want to focus on – the practical ones. After…
Read MoreNeed Some Motivation? Go Digital!
Sometimes it can be hard to get going. Have you ever found yourself at a standstill and feel like you are not making the progress that you had hoped for? A few simple actions may…
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