Read up on the latest and most important information you need to stay up-to-date with your financial situation.
Have you done the Shopping Cart Test with your Investments? Most of the people that we meet with have not, mainly because they don’t know The Shopping Cart test is. So what is it?Well let’s picture you go to the grocery store and you pick out a carton of eggs and put it in your…Read More
One of the issues our clients face in our industry is what we call “Orphaned” accounts. These are accounts that were originally set up by an advisor, and that advisor is no longer active on the account. There are many reasons that may happen, but here are some of the most common reasons: 1) The advisor…Read More
So many of us start stressing out when change is coming. Even a change that people have looked forward to for decades, it’s still stressful to change course. Many people come into our office and are stressed about their upcoming retirement. Sometimes that stress is warranted, but often times it’s just the amount of unknown…Read More