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Recent Financial Articles

Make the most of your money.

The current economic and market environment has prompted many Americans to rethink their retirement strategies. If you are experiencing a job transition—particularly if the transition is unplanned and unexpected—such a reassessment may be particularly important for you. While it may be tempting to focus more on your immediate needs, you should not lose sight of long-term goals, especially your retirement strategy. 

Investors have many difficult decisions to make, in each stage of their lives, and every financial decision is based on your virtues. You must do what is best for your family throughout all of your and their financial life’s stages.

I do not believe there is a direct correlation between money and happiness. Some of the richest people in the world are not happy; they can never have enough. Some of the happiest people are those who follow their calling and do not have a dollar to their name. However, the book Happy Money, The Science of Smarter Spending gives some sound advice based on research on ways you can use money to help create happiness in your life.  

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 adds value outside of the performance of your investments.  

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.  

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