We are about three weeks into 2020. If you are like most Americans, you may have already given up on your New Year’s resolutions. About 40 percent of Americans set a resolution and about 60 percent of them fail within six months, according to University of Scranton psychology professor, John C. Norcross. Maybe this is …
financial advisor
Scared to talk to a financial advisor? Here are 6 benefits of overcoming your fear.
If you are of a certain age, you recall the quote from Ronald Reagan: “The most terrifying words in the English language are, ‘I’m from the government and I’m here to help.’” It’s sometimes the way people feel when they contact a financial planner. Are financial advisors worth it? A recent study shows that 71 …
Scared to talk to a financial advisor? Here are 6 benefits of overcoming your fear.Read More
11 characteristics to look for—or avoid—in a financial planner
When you decide you need a financial planner, it’s hard to sort through them all to find the one that makes the most sense for you. I’ve put together a list of things to look for—and things to avoid—when you’re seeking a partner to help you plan your financial future. Three things to avoid: A …
11 characteristics to look for—or avoid—in a financial plannerRead More
Retirement is Dumb, Do I Still Need a Financial Plan?
When the Social Security program was initiated in 1935, the full benefits began at age 65. At that time, the average man could expect to live 12.7 years more (age 77.7) and the average woman could expect to live 14.7 (age 79.7) years more. Today, a man born in January of 1954 (age 65) can …
Retirement is Dumb, Do I Still Need a Financial Plan?Read More
Why be a financial planner?
Last week, I buried my father. He died at home, in his sleep, at age 85. For most of us, we’d call that a pretty good deal. But it’s hard to say good-bye to your father. Above is a picture of him holding me as a newborn. For me, this was one more chance for …
11 tips on financial planning for new graduates
My daughter graduated from high school on June 2. This fall will be the start of a special year in our family’s financial life: I will have two college students at the same time. These are the days. With graduation at the top of my mind, I thought I’d share some tips and advice for …
