New for 2019
February 25, 2019
May you all be awake now from your long winter’s nap. Here are some interesting facts and tips to get the new year off to a good start. 2018
Blogs That Make Financial Planning Feel Easy
Explore smart strategies and insights to take control of your finances.
Take 15 Minutes to Do an Insurance Checkup
January 17, 2019
The second least popular word in my office is insurance. (Annuity wins for least popular.) Most people dread insurance if they can even remember why they bought it in the
Do What’s Important and the Necessary Gets Done
October 17, 2018
I have been teaching my Retirement Planning Workshops at City College this summer and I’ve been repeating this mantra to my participants, which I’ll share here: Do what’s important and
Recent
Not Sure Who to Trust With Your Money? Start Here.
Hiring a financial advisor sounds easy until you see a dozen websites and have zero idea who’s legit and who’s just a good salesperson.
This free guide walks you through 5 smart, real-world questions to ask any advisor before you commit. It’s short, direct, and could save you from years of regret.
If you’re serious about getting financial clarity, this is where to start.
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