Rule No 1 For Your Financial Future: There Is No “I” in “Team”

Here is rule #1 for building your financial future. Whether you are a business owner, or an individual, you may rely on the advice and guidance of various financial professionals who may not be working together, as a team on your behalf. In a perfect world the people who provide financial planning & retirement, investment […]

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Why Choose a Financial Planner?

“He who fails to plan is planning to fail” Winston Churchill There are two ways in life to achieve success: Incredibly Good Luck, and Incredibly Good Planning. While most of us don’t have incredibly good luck, all of us can make the effort to plan. With that said, it’s never too early, or too late, […]

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How to Find a Good Financial Advisor

You are surely worse off for taking lousy advice. Simply ask individuals who have believed in the stock-punting uncle and later regretted it. Top class professional financial advice, on the other hand, can be expensive. Consultation fees of professional financial advisors can be high simply because they have put in a lot of time as […]

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Zen and the Art of Financial Advising

During my senior year at Stanford in 1978 I remember taking a class – Sports and Society. Yeah, it was one of those “Mickey Mouse” classes. You remember those, right? I think every college had them and probably still does. When you had a particularly heavy class load you would fit in a class that […]

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