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Financial Planning

Financial Planning Topics

Human Capital or Productivity?

“Productivity is not everything, but in the long run it is almost everything.”

Six Keys To Successful Investing

Here are six basic principles that may help you invest more successfully.

The importance of aligned interest

This article and 2 minute video discusses the difference between a Registered Investment Advisor and a Broker Dealer.

Financial Planning

Americans Increasingly Anxious about Finances

Nearly two out of three Americans are more concerned about their finances today than they were at the beginning of the financial crisis two years ago.

Basic Steps to Financial Freedom

During these hard financial times, there are ways to fund retirement using funds you didn't know you had.

Beyond Traditional Asset Classes: Exploring Alternatives

Stocks, bonds, and cash are fundamental components of an investment portfolio. However, many other investments can be used to try to spice up returns or reduce overall portfolio risk. So-called alternative assets have become popular in recent years as a way to provide greater diversification.

Common Questions About Financial Planning

Talks about questions that are commonly asked about the financial planning profession.

Financial Barometer Quiz

How well have you prepared for your financial future? This self-analysis quiz will give you a quick snapshot of your financial knowledge and help you evaluate your current position.

How’s Your Financial Strategy Coming Along?

How’s your financial strategy coming along? That old adage, “People don’t plan to fail, they fail to plan,” can be especially true when it comes to finances.

Legal Platform Practices

Security and Control by Clients

Solving the Small Business Owner’s Retirement Dilemma

There’s a fatal flaw in the retirement of many small business owners: After pouring a lifetime of sweat, time and capital into building the business, their rough-sketch strategy is to sell out someday for a ton of money… then settle back and enjoy a financially secure retirement.

Spring Cleaning Your Finances

Follow these five tips when managing your finances, and you will ultimately make better financial decisions.

The New Wave of Budgeting Part 2

After my last article I was asked the question: “Where do I start if I feel like all my money is in the red bucket?”

The Sandwich Generation: Caught Between Duty and Goals

The “Sandwich Generation” is the largely unheralded group of adults who find themselves raising and providing for young children while also caring and providing for aging parents.

Business Advice for Financial Planning

Learn to Become Happy and Successful

This article references the author's book of the same name. It helps teach the "Average Joe" how to think like a CEO, become happy and successful (in all contexts of the word).

No 401(k)? No Problem

Retirement plans are not limited to the popular 401(k). In fact, there are many retirement options, even for small businesses. It is critically important for small business owners to make sure they consider all their retirement options and find a solution that best suits their individual needs.

Other Financial Advisors Topics

Medicaid Planning

Don't let someone you know go broke due to nursing home care.

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Financial Advisors - Stocks & Bonds

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401-k Rollover Assistance

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