Request – 3 Key Reasons to Avoid DIY Financial Planning
In 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
What I Learned in 2020
3 of 3: Happiness And now, the long-awaited finale to my three-part series of what I learned in 2020. (Go ahead and insert a joke, as some may say I’ve learned nothing, ha). For those who missed part 1 on health or part 2 on wealth, give them a read if you’d like. For...
What I Learned in 2020
2 of 3:Wealth https://www.youtube.com/watch?v=BnwLWUPrWj0&feature=youtu.be Picking up where I left off on my three-part series, I’d like to focus on Wealth. For reference, part one was a deep reflection on what I learned about health in 2020. In shifting my focus,...
50 POINT WEALTH CHECK-UP
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.
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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.