Category Archives: Financial Advice
BALANCED INVESTING IS PART OF A BALANCED LIFE
As we see record highs occurring in the equity markets, coupled with year-end, it’s an ideal time to review your portfolios. We recommend a holistic approach, and evaluate all of your holdings, not just one account such as your 401 … Continue reading
WHY FINANCIAL FREEDOM PLANNERS?
About to celebrate our first anniversary at Financial Freedom Planners™, we are frequently asked “why did you launch the firm,” “how are you different,” and “what is your why?” As a veteran in financial services for over thirty years, I always … Continue reading
10 Things to Know About Money After 50
Enclosed is a recent article in its entirety with input from your’s truly. It was written by Rebecca Reisner, an editor for Businessweek.com, and her writing has appeared in Discover, The New York Times, The Daily News, and The Hartford Courant. … Continue reading
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
What You Need To Know About The Affordable Care Act
Last week enrollment for the Affordable Care Act, also known as Obamacare, officially began. For this reason, you’ve probably seen a lot of news about Obamacare lately, and it’s only going to increase. It was a rocky start to say … Continue reading
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