(VIDEO) 3 Reasons an Independent Financial Advisor is Right For You

In today’s video blog, you’ll learn 3 reasons why an independent financial advisor is right for you. Additionally you’ll learn how an independent advisor differs from other types of advisors out there. Be sure to watch the short 2-minute video to the end so that you don’t miss out on your chance to “meet” our new intern, Patrick. 

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4 Considerations When Choosing a 401k For Your Business

Whether you are looking to add a 401k plan for your employees or you already have one in place, there are some important things to consider. In today’s blog post, you will learn about 4 questions that you need to answer when choosing a 401k plan for the first time or managing an existing one. Specifically, these questions revolve around your legal responsibility as a business owner, the fees within the 401k plan, the investment strategy being implemented, and the ease of use for employees.

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Why Retirement Planning Isn’t Just About the Money

It’s one thing to crunch the numbers and figure out whether or not you can retire, but it’s quite a different thing to look at the non-financial aspects of your retirement. 

In today’s blog post you will learn 5 very important, non-financial questions that you need to ask yourself prior to retiring. These include questions such as – Where will you live? How will you spend your time? How will you find fulfillment? What sort of legacy will you leave?

Read on to learn why focusing on these non-financial aspects can lead to a more satisfying retirement!

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A Simple Guide to Wills and Estate Planning

When we first begin working with clients, it’s very common to discover that they don’t have a Will or any estate planning documents at all. It’s not that they don’t think it’s important, but often times they just don’t know where to start or what to do.

If you happen to be one of those people, then don’t fret. Today I will be guiding you on the importance of getting your estate planning in order and why only having a Will can actually be dangerous.  

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Don’t Put All Your Financial Eggs In One Basket

At first glance, when you read the title of this blog post, you would naturally think that you shouldn’t put all of your “investment” eggs in one basket. While this is true, the reality is that there is more to it than that. Many people invest a large majority of their “financial” eggs with their employer. Read on to learn why this is so dangerous and 5 strategies that you can use to protect yourself!

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(VIDEO) Answers To Your Top Questions About Social Security

In today’s video blog, I want to share with you two questions that you should be asking when it comes to Social Security. The first is “When should you take it? and the second is “What are some strategies to maximize your benefit?”.

This is such an important topic because if handled properly, you wouldn’t have to withdraw as much money from your investment accounts. This could allow you to improve your standard of living, tackle bucket list items, leave a legacy, increase your chances of a successful retirement, etc… 

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The Importance of Retirement Planning

You’ve likely heard the phrase: “fail to plan, then plan to fail”. This is ever-so-true when it comes to retirement. If proper planning is not done, then you could possibly experience a less-than-optimal retirement.

In today’s blog post, I’ll be discussing why retirement planning is so important. Additionally, you’ll learn why retirement planning should involve MUCH MORE than just your investments. And that having a plan allows you to make course corrections along the way, which could make a considerable difference for your future! 

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What To Expect When You Hire A Financial Planner

Last week I discussed the responsibilities that you have when working with a financial planner. This week I want to shift my focus to the expectations you should have when working with a financial planner. In other words, what should a financial planner be doing for you?

In today’s blog post, I will be sharing the 3 major things that you should expect.

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