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How Do You, the Financial Advisor, Get Paid?

Video Transcript: People often ask us, how do you get paid? While many financial advisors charge a fee for services rendered, we’re different. First, we analyze your specific situation and then create a plan tailored to your needs. If our recommendations sound good to...

How Will Divorce Affect Your Finances?

Video Script: Divorce has a psychological, emotional and financial impact on an entire family. The financial impact can be considerable as income changes and costs for support rise. Be prepared. Statistics show that only 42% of custodial single parents who are awarded...

When is the best time to retire?

Video Transcript: You might be asking yourself, “When should I retire? Should I retire early or defer it?” Deciding when to retire may not be just one decision, but a series of decisions and calculations. For example, you’ll need to estimate not only your...

Are You Following these 7 Investment Rules?

Video Transcript: There are seven investing rules that have stood the test of time. They’re not unique or new, if you follow them, you succeed, if you don’t, you don’t. 1. Sell losers fast; let winners run: It seems simple, but the average investor sells his winners...
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