Another year is soon coming to an end! You may be considering retirement, but are you emotionally prepared to retire? We discuss five phases to consider when planning your retirement journey!
Taking a goals-based approach to investment risk
Happy New Year! New Year’s resolutions are in full swing. In this article to start off the new year, we address one New Year’s resolution you can implement easily, by reviewing your investment risk. The real measure of risk is whether or not you reach your financial goals. Let’s take a look.
I’m hearing a lot about a CFP lately. What’s with all the noise?
The Certified Financial Planning (CFP®) Board has funded millions of dollars into an aggressive ad campaign over the last couple of years. Let’s find out why and what the big deal is?
The IRS combats refund fraud and identity theft by offering IP PINs
Our network of Certified Public Accounts have informed us that there is a significant rise in fraudulent tax returns being filed. The IRS is combating refund fraud and identity theft. But what should you do to be proactive and protect yourself from being the next victim?
Why now is still a good time for a financial review
It’s funny how quickly we adapt to changing times, isn’t it? The Zoom Revolution is here and video conferencing has reconnected us. Kinda sort of…
Robo-Advisor – Domo arigato, Mr. Roboto!
We’re hearing a lot about Robo-Advisors these days. Are they right for you? Let’s find out;
What Regulation Best Interest (BI) means to you
The Securities and Exchange Commission (SEC) has introduced a new set of rules called Regulation Best Interest (Reg BI), designed to ensure that those who buy and sell securities on behalf of clients do so in their clients’ best interest. So what else does Regulation BI include?
Making Cents of Online Investment Services – Which is Best?
The question of the day is all about making cents of online investment services – Which is best? In other words; should you or shouldn’t you? Naturally, as you might as well expect with this sort of question, there is no one size fits all answer here. Should you use Robo-Advisors or Human Advisers?
Qualified Plan Rollover to IRA may be in your best interest
Clients have frequently asked us if they should keep their 401(k) plan, or initiate a 401(k) rollover to IRA. So, should you?
Email Containing Sensitive Information Equals Risk
It was shocking to learn not long ago, that sending an email containing sensitive information equaled risk. What seems to be an innocent email and sent to a colleague or friend, is not at all secure. Well, why not?
