Why Financial Advisors Are Still Necessary
The rising popularity of robo-advisors has some in the industry wondering whether this is the beginning of the end for financial advisors. In reality, robo-advisors have been able to do something that traditional financial advisors have not; get those with limited resources to begin creating a portfolio of investments. Read More...
5 Ways to Make Your Budget Go Further
Bills, rent and saving for retirement makes every payday a budgeting reality. So in these times, it’s important to take some relatively easy steps to stretch your budget. Start with your credit cards. Often people overlook where their money is going when it’s as easy as a tap, not to mention interest and fees: Read More...
Is Your Classic/Collector Car Underinsured?
In the wake of hurricanes Harvey and Irma, two of the worst storms to make landfall in the U.S., the fate of thousands of homeowners is still up in the air. So, it may seem a bit trivial to point out that the storms also destroyed thousands of luxury and classic cars. While the dollar amount of damages pales in comparison to the loss of homes, estimates put the total at somewhere between $100 million and $300 million for luxury and classic car damages alone, which is not a trivial amount. Read More...
Financial Planning in Your 30s: The 3 Goals Every 30-Something Year Old Should Have
30 is a divisive number. To the young, it’s the time when you’re thrust into full blown adulthood, whether you’re ready or not. To the young at heart, 30 may be considered the early years before your true confidence shines, in your career, in your relationships, or even in yourself. Either way, your 30s are an incredible age when you’re comfortable with a bright future ahead. Read More...
5 Common Financial Terms – You Probably Should Know
If you’re just starting to take charge of your financial future, it can be stressful approaching financial planning with confidence. Do you ever talk to your bank or financial manager and think that they’re speaking a foreign language? Between acronyms, money talk, and words longer than my arm, it’s no wonder that sometimes going to the bank is similar to going to the dentist - but hopefully not as painful. We wanted to help with that. Here are a few financial terms you should know by heart before consulting a financial professional. Read More...
How To Hit Your Savings Goals
Goals are one of the principal starting points of any financial plan. It may seem like the idea of goal setting is reserved for life’s biggest adventures, but in reality having a different spectrum of goals, whether it be short term or long term, is crucial for keeping your finances and savings on track. But how do you ensure your financial goals become reality in your lifetime? There are a few basic steps that you can take towards living your dreams! Read More...
Calculating Retirement Savings: How to Add Up Your Financial Future Success
This is probably the question financial planners are asked the most when clients walk in to discuss retirement freedom. A simple question, in theory, but not an easy answer. Understanding what your optimal retirement savings are means peace of mind in your golden years. Read More...