https://youtu.be/HGxbMHOnno0 Work with an expert! Work with someone who has taken the effort to earn their CERTIFIED FINANCIAL PLANNER(tm) certification. www.letsmakeaplan.org

  This blog post is provided by the Financial Planning Association. Who needs a pyramid scheme or a crooked money manager when you can lose money in the stock market all by yourself. If you want to help curb your loss potential, avoid these 10 strategies.

This week’s post is a link to a great video that explains the fiduciary rule well. Enjoy! #fiduciaryisafamilyvalue

Valentine’s Day promotes candy, flowers, and candle-lit dinners. However, if loving someone involves making his or her life easier, you might consider giving the gift of better financial security.

This time of year, you begin to get tax documents that you will need when you complete your income taxes. Some of the most confusing documents involve your investment accounts, and I want to give you an overview of what you can expect to receive.

This blog post is provided by the Financial Planning Association. As you look forward to starting a new job, it’s important to consider how you will manage your finances while making the transition from one employer to the next.

Each morning, at approximately 8:05 a.m., I have a one-minute radio spot on SportsTalk radio, 1400 AM, 99.3 FM. The first week of January, I offered the following five spots that I believe will help you organize your New Year and have a more prosperous 2017.

A New Year is always a good time to make a fresh start and some resolutions! Psychologists say that most goals are abandoned well before the end of January. This is why gym memberships are pushing year-long memberships now! To help you be successful this year, I want to give you a piece of advice:…

Happy New Year! Happy 2017! This is your opportunity for a fresh start—to try to accomplish new resolutions or revisit some older ones. I hope one of your goals involves creating or reviewing your financial plan. Here are a few tips to help you get started.

Even though the holidays are called “the most wonderful time of the year,” the money that you spend can leave you feeling more like the Grinch than Santa Claus. Between the parties, the family meals, and the presents, sometimes it seems that all we do in December is spend money. However, it’s possible to have…