Monthly Archives: August 2014

LOOKING FOR A FINANCIAL ADVISOR? THE “F” WORD YOU SHOULD BE AWARE OF

There are many ingredients going in to any professional relationship, and searching for a Financial Advisor can be particularly complex and confusing.  We’re focusing on one very important distinction when evaluating financial providers…the “F” word. In a recent article by a … Continue reading

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THE IMPORTANCE OF “PERSONAL” IN PERSONAL FINANCIAL PLANNING

Given the personal nature of Financial Planning, it’s no real surprise about the findings of a recent Gallup Poll.  Only one in three U.S. investors were “very comfortable using online technology for investing.”  Among respondents, 44% use an adviser, while … Continue reading

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WHAT IS MORE FRIGHTENING THAN PUBLIC SPEAKING, LOSING YOUR JOB, AND DEATH?

The answer to this was astonishing even to a Financial Services veteran like myself, and the answer is financial planning.  Yes, financial planning!  In a 2013 survey, investors admitted that they’re more afraid of financial planning than public speaking, losing … Continue reading

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