Choosing A Financial Advisor

Who’s Your Pilot?

  Who’s Your Pilot? Do you like to travel?  When you do, do you take an airplane?  What do you expect when you step foot on that plane?  You are probably expecting a few things: 1. That the pilot is qualified, 2. That the pilot has a flight plan to make it to your destination,…

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Myths and Misconceptions of the Financial World

Myths and Misconceptions of the Financial Industry Oftentimes, we respect and value someone’s opinion because of their educational background or industry experience.  It’s rare for the common person to doubt a strong opinion if there’s enough accolades, degrees, or certifications qualifying it.  But did you know that doctors used to endorse Camel cigarettes in the…

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What Matters Most in Retirement

What Matters Most in Retirement If you turn on the radio today, you might hear a catchy song which gives us a glimpse of what really matters most in life.  The song is called, “Like I’m Gonna Lose You” by Meghan Trainor and John Legend.  The lyrics speak of suddenly losing a loved one in…

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5 Things Your Broker Should Have Told You

Be Prepared for Retirement—5 Things Your Broker Should Have Told You You’ve made it to retirement.  You’ve worked all your life to build your life savings, so what do you do now?  Many of us have had decades of experience in our respective fields of expertise, but how much experience do we have being retired? …

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