I think it’s safe to say that the most infamous mountain in the world to climb is Mount Everest. More than 280 people have lost their lives trying to make it through the clouds to its 29,029-foot summit. Some have made it their life long mission to navigate its dangerous terrain to hopefully get to
3 Reasons Why Robots Won’t Replace Financial Advisors
Robo-advisors have been heralded as the “future of investing” by their fans, but can computer algorithms really replace human financial advisors? Robo-advisors are less expensive than traditional advisors—but their low, up-front price comes with a loss in quality. Robo-advisors lack an
8 Key Life Events that Require Financial Guidance
Almost everyone stresses over the daily obligations of financial planning, but many also neglect the significant life stages that require special attention and strategies. Here are 8 key life events that could benefit from professional financial guidance. Graduating from College College
Power Percentage
Have you ever wondered how efficiently you are using the money you earn? There are many different calculations you can use, but one that’s very helpful is called The Power Percentage. The Power Percentage is a formula that was created by financial planner, Peter Dunn to help determine how
2016 Year End Financial Planning
Every year I send out a checklist to try to put the focus on some areas - like taxes, investments, health care, insurance, and retirement that may need attention before the end of the year. In this article I wanted to highlight an item or two from each area of the checklist and why it could be
2014 Last Chance Financial Planning
Take the 2014 Last Chance Financial Planning Challenge and determine if you need to take any actions before the end of the year to get your financial house in order. It's a simple checklist that covers only those areas that need attention at year end - taxes, retirement savings, investments,
Am I on Track For Retirement?
Aside from What is the market going to do, this is the question I get asked most as a financial advisor. One of my favorites ways to answer this question is a technique that I read about in Your Money Ratios: 8 Simple Tools for Financial Security, a book by Charles Farrell. In his book, Charles
Should you hire a financial advisor?
If you believe much of the media, you hire a Financial Advisor to try to outperform the market. But what else can a Financial Advisor help with? Here are some of the better reasons: Press you to answer questions you don't want asked. How to plan to take care of your aging parents if you need to,