Thank You, Senator Roth

Thank You, Senator Roth

Mirror, mirror on the wall, what’s the future tax rate for them all? No one quite knows how much their tax rate on retirement assets will be over a possible 30-year retirement. What we do know is the term “tax-free”…

3 Questions your Financial Advisor Should Answer for you

3 Questions your Financial Advisor Should Answer for you

Graduations, Career Advancements, Marriage, Buying a home, Children, Vacations, Grand-Children, Retirement. All major life milestones with various amounts of certainty and uncertainty. No matter how much planning one does there are some things in life that no amount of preparation…

Why your Family needs YOU to do Long Term Care planning

Why your Family needs YOU to do Long Term Care planning

This week’s post is brought to you by one of our guest bloggers; Steve Johnson of Long Term Care Advisors. Long-Term Care is a topic on many people’s minds today. While it may be something you are considering for yourself,…

Best Tips for Interviewing a Financial Advisor: Part 2

Best Tips for Interviewing a Financial Advisor: Part 2

In our last blog post we discussed best tips for preparing for an interview with a financial advisor. This week we will be discussing best practices and also things to watch out for in the consultation itself. The Initial Consultation…

Best Tips for Interviewing a Financial Advisor: Part 1

Best Tips for Interviewing a Financial Advisor: Part 1

Finding a financial advisor is easy. Selecting the right one can be a bit more challenging. Not all advisors are the same or provide the same types of services. It’s important to know what you are looking for. The single…