Recent Financial Articles
One of the hardest things for a financial advisor (and/or financial planner) to articulate is his or her value. So much of what a financial advisor does is based on how he or she invests your money, but at that same time, there are many other areas where an advisor...
Have you heard about the massive amount of money investors lost due to the Madoff Ponzi scheme? There sadly are so many more scandals and schemes alive and doing well in the financial area. Historically, however, investors who follow these ten simple rules...
For many investors, the top retirement goal is total financial freedom with a certain income level. The income goal for one investor might be considered excess income by another. The amount you need is not what matters, as the basics are the same. Ladies, you...
Bert worked for one of the large Detroit automobile companies for many years and had a retirement plan with some very expensive no-load investment options. Every Monday, Bert checked in with his office peers and then adjusted his employer’s retirement account, moving...
For thirteen years, we taught investment classes for a college and various local community education programs. Many students were highly educated—successful business owners, mid- to high-level corporate managers, doctors, lawyers, MBAs, nurses, technicians,...
I (Maria) am the type of person who feels secure when I’m in control and well informed. When working as a biomedical photographer, before I started a new career as a Wealth Coach with my mother, I’d read my employers’ 401(k) investment prospectuses, and then believed...
Karl and Jenny retired and sold their home to move to a warmer climate. They were looking forward to full-time fishing, golfing, and gardening, as their new southern home was near a lake and on a golf course. Two years after their move, they called us to help...
Jake was a highly successful upper-level manager in the automotive business. He was the manager of a very large division and well-respected. His whole identity and self-worth were related to his position at work. Jake was a workaholic. He worked long hours and had no...
How would you feel if you retired and then learned that you had been deceived all of your investing life? Are you ready to take control and learn more about investing? First, answer these four investment questions: Do you know your “real investment...
Turnover is the frequency of the buying and selling rate within mutual funds and individual stocks. Every time there is a transaction inside your mutual fund, costs are incurred—whether you have approved the sales and purchases or not. Active money managers who buy...