At some point, most investors face the same dilemma: should you manage your money yourself or hire a professional to help you? As a financial planner, I am biased towards suggesting that investors seek out help. That being said, let me share a quick story to give more...
Financial advisors are quick to encourage individuals transitioning into new jobs or who are near retirement to roll their 401(k) account into an IRA. But is a rollover always your best option? While it’s a popular move, that doesn’t mean it automatically makes sense...
All too often, people make money decisions without the end in mind. In fact, the neural patterns resulting from thinking about our future self greatly resemble the neural patterns from thinking about a stranger. In other words, our brains think of saving like a choice...
I’m preparing for a presentation related to retirement readiness, so I started by making a list of common mistakes people making when planning for retirement. While the list probably doesn’t include everything, I would argue all of these mistakes could be...
When I first meet a potential client, I’m always disheartened to see the poor retirement plans offered by employers. Most people don’t have the training to identify whether their company is providing them with a good option. Even worse, employees have very little...
