Request – 3 Key Reasons to Avoid DIY Financial Planning

The 3 Key Reasons to Avoid DIY Financial PlanningIn this paper we share three ways you can gauge the value of financial advice you get from working with a professional, credentialed financial advisor versus trying to achieve financial security on your own.

  • We’ll review studies that quantified the actual value of financial advice across an entire industry.
  • We’ll look at 11 behavior tendencies of investors so you can avoid these for yourself.
  • We’ll look at seven comprehensive financial planning techniques that could save many thousands over your lifetime.

Lifelong Blog

The Downsize Retirement Myth – Video Blog

The Downsize Retirement Myth – Video Blog

Do retirees really downsize their homes during retirement? Or, do they “right-size” or even up-size their housing? Overall, learn about the trends in this video blog from Andrew Rosen.

Markets Push to Records on Improving Economic Data

Markets Push to Records on Improving Economic Data

Stocks continued their strong run last week, with multiple indexes hitting all-time highs. We saw global markets (represented by the MSCI All Country World Index) up 2.0% and domestic stocks (represented by the S&P 500 Index) up 2.8%.


When was the last time you took the necessary time to review ALL the areas pertaining to your lifelong financial well-being? If your answer is “not lately,” you are not alone. We can help.

50 critical financial questions which drive your financial life.

50 Point Wealth Checkup

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Nothing provided on this site constitutes tax advice. Individuals should seek the advice of their own tax advisor for specific information regarding tax consequences of investments. Investments in securities entail risk and are not suitable for all investors. This site is not a recommendation nor an offer to sell (or solicitation of an offer to buy) securities in the United States or in any other jurisdiction.