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4 Ways A Small Business Can Benefit From a Financial Advisor

By Joe Globensky, RFC® As a financial advisor and small business owner, I know firsthand how my knowledge and experience has helped our company. But if you have your own small business, you might not realize the value a financial advisor can...

4 Areas Where the Value of a Financial Advisor is Obvious

An annual review of beneficiaries can ensure your intentions are met after you’re gone.

5 Questions to Ask Yourself About Your Financial Advisor

This year marks my 25th anniversary as a financial advisor. Having just turned 50 years old, that means I have spent half my life helping people with their financial needs.

Why Millennials Should Consider a Financial Advisor

As I was reviewing my finances the other day, I thought about how hard it was to start saving when I got my first full-time job, yet how far I have come since then…

Why You Should Say Yes to An Advisor Who Tells You No

The new fiduciary standards recently introduced as a guideline for financial advisors compels them to put the best interests of the client ahead of their own, but it is a standard that is not without controversy.

Create a Plan to Manage Income in Retirement

By K. Bridget Schneider, CFP®, CRPC®The shift from saving for retirement to taking income in retirement can be a tricky proposition. You may feel comfortable enough to retire when your retirement savings reaches a certain level. However, that may not be...

The Relationship Between Wealth and Health

By Joe Globensky, RFC®In recent years, there has been a renewed emphasis on the relationship between wealth and health. Various studies have shown that the relationship is a gradient, meaning there are discrepancies at every level of the economic ladder. ...

Financial Planning Tips to Consider Now

By K. Bridget Schneider, CFP®, CRPC®The S&P 500 reached its peak in mid-February of this year, and investors were feeling good about their account values. However, in the following weeks that good feeling began to disappear. Concerns of a pandemic...

Ways to Cope with a Significant Market Downturn

On March 12, 2020, the S&P 500 entered a bear market for the first time in 11 years. And this bear market could go down as one of the most severe in history given how quickly it occurred after reaching a new high in mid-February. But this is not the first bear market we have experienced, nor will it be the last.

5 Ways to Keep Your Personal Data Safe

By Joe Globensky, RFC®Hopefully I don’t have to tell you how important it is to keep your personal data safe. Whether it’s your social security or bank account numbers, information from your driver’s license, or items that can be pulled from your social...