Matt Redding |
January 11, 2017 |
diversified portfolio, financial advisor, Financial Planning, Retirement Planning, Your Retirement
Recently, I had a potential client that was frustrated with their financial situation. They had a financial advisor for their stock and bond investments, a CPA doing their bookkeeping for their business, an attorney handling their estate planning, wills and trusts, and an insurance agent doing their life insurance. In large part, their frustration was trying to coordinate with these parties and get them all on the same page to formulate a cohesive plan that takes care of their needs today, tomorrow, and for future...
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Ash Toumayants |
April 13, 2016 |
Annuities vs bonds, Bonds, financial advisor, Your Retirement
Senator Rob Portman recently revealed that about 10,000 baby boomers hit retirement each day. The typical retirement age is 65. This is the time when most retirees experience confusion. The employment that was a haven for income flow ceases. As such, investment advisors and consultants have recently found themselves answering questions regarding the best financial instruments and schemes to adopt for investment. One question many ask is — between annuity and bonds, which would be a better source of income for a baby boomer? Before...
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Mark Melkowski |
March 28, 2016 |
financial advisor, Retirement Planning, Your Retirement
When my son was 10 years old, he needed heart surgery. We understood the risks to his health and the dangers associated with the procedure. So, we decided to look for a second opinion. Luckily, our doctor was very helpful and referred us to a doctor well versed in these types of surgeries. For some reason, few of us ask for second opinions on our financial situations. Most of the time, this occurs because we are friends with our financial advisor and/or we don’t want...
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